Envestnet Portfolio Solutions’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.6M Sell
199,337
-6,697
-3% -$625K 0.07% 136
2025
Q1
$15M Sell
206,034
-24,739
-11% -$1.8M 0.06% 164
2024
Q4
$13.9M Sell
230,773
-3,205
-1% -$193K 0.05% 197
2024
Q3
$17.6M Buy
233,978
+23,633
+11% +$1.78M 0.06% 160
2024
Q2
$15.3M Buy
210,345
+18,814
+10% +$1.37M 0.05% 180
2024
Q1
$14.7M Buy
191,531
+18,917
+11% +$1.46M 0.06% 179
2023
Q4
$10.6M Buy
172,614
+14,673
+9% +$903K 0.04% 201
2023
Q3
$7.26M Buy
+157,941
New +$7.26M 0.03% 231