EverSource Wealth Advisors’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
10,965
-644
| -6% | -$60.1K | 0.05% | 269 |
|
|
2025
Q1 | $846K | Buy |
11,609
+1,789
| +18% | +$130K | 0.05% | 276 |
|
|
2024
Q4 | $592K | Sell |
9,820
-2,311
| -19% | -$139K | 0.03% | 338 |
|
|
2024
Q3 | $912K | Buy |
12,131
+942
| +8% | +$70.8K | 0.06% | 232 |
|
|
2024
Q2 | $721K | Buy |
11,189
+3,835
| +52% | +$247K | 0.05% | 259 |
|
|
2024
Q1 | $487K | Buy |
7,354
+190
| +3% | +$12.6K | 0.04% | 272 |
|
|
2023
Q4 | $441K | Buy |
7,164
+65
| +0.9% | +$4K | 0.04% | 261 |
|
|
2023
Q3 | $326K | Sell |
7,099
-173
| -2% | -$7.96K | 0.03% | 291 |
|
|
2023
Q2 | $314K | Sell |
7,272
-521
| -7% | -$22.5K | 0.03% | 300 |
|
|
2023
Q1 | $247K | Buy |
7,793
+2,827
| +57% | +$89.6K | 0.03% | 340 |
|
|
2022
Q4 | $123K | Buy |
4,966
+3,433
| +224% | +$84.9K | 0.02% | 453 |
|
|
2022
Q3 | $40K | Buy |
1,533
+472
| +44% | +$12.3K | 0.01% | 692 |
|
|
2022
Q2 | $22K | Sell |
1,061
-184
| -15% | -$3.82K | 0.01% | 811 |
|
|
2022
Q1 | $44K | Buy |
1,245
+149
| +14% | +$5.27K | 0.01% | 494 |
|
|
2021
Q4 | $46K | Buy |
+1,096
| New | +$46K | 0.01% | 444 |
|