Everhart Financial Group’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
15,593
+3,552
| +29% | +$331K | 0.17% | 85 |
|
|
2025
Q1 | $877K | Buy |
12,041
+2,882
| +31% | +$210K | 0.12% | 122 |
|
|
2024
Q4 | $552K | Sell |
9,159
-1,142
| -11% | -$68.9K | 0.11% | 173 |
|
|
2024
Q3 | $767K | Buy |
10,301
+1,750
| +20% | +$130K | 0.17% | 135 |
|
|
2024
Q2 | $614K | Buy |
8,551
+775
| +10% | +$55.7K | 0.16% | 134 |
|
|
2024
Q1 | $599K | Buy |
7,776
+973
| +14% | +$74.9K | 0.17% | 121 |
|
|
2023
Q4 | $419K | Buy |
+6,803
| New | +$419K | 0.15% | 136 |
|