Evoke Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
10,043
+3,616
| +56% | +$337K | 0.02% | 236 |
|
|
2025
Q1 | $468K | Buy |
6,427
+449
| +8% | +$32.7K | 0.01% | 286 |
|
|
2024
Q4 | $361K | Buy |
5,978
+445
| +8% | +$26.8K | 0.01% | 313 |
|
|
2024
Q3 | $416K | Buy |
+5,533
| New | +$416K | 0.01% | 280 |
|
|
2024
Q2 | – | Sell |
-6,768
| Closed | -$521K | – | 362 |
|
|
2024
Q1 | $521K | Buy |
+6,768
| New | +$521K | 0.02% | 240 |
|
|
2023
Q4 | – | Sell |
-40,522
| Closed | -$1.86M | – | 327 |
|
|
2023
Q3 | $1.86M | Sell |
40,522
-19,777
| -33% | -$910K | 0.07% | 122 |
|
|
2023
Q2 | $2.6M | Buy |
60,299
+34,552
| +134% | +$1.49M | 0.09% | 100 |
|
|
2023
Q1 | $816K | Buy |
25,747
+218
| +0.9% | +$6.91K | 0.03% | 172 |
|
|
2022
Q4 | $631K | Sell |
25,529
-2,071
| -8% | -$51.2K | 0.02% | 197 |
|
|
2022
Q3 | $731K | Sell |
27,600
-1,082
| -4% | -$28.7K | 0.03% | 176 |
|
|
2022
Q2 | $587K | Sell |
28,682
-1,555
| -5% | -$31.8K | 0.02% | 203 |
|
|
2022
Q1 | $1.08M | Sell |
30,237
-538
| -2% | -$19.2K | 0.04% | 166 |
|
|
2021
Q4 | $1.29M | Sell |
30,775
-3,661
| -11% | -$153K | 0.04% | 153 |
|
|
2021
Q3 | $1.54M | Buy |
34,436
+55
| +0.2% | +$2.46K | 0.06% | 138 |
|
|
2021
Q2 | $1.72M | Sell |
34,381
-39,904
| -54% | -$2M | 0.07% | 132 |
|
|
2021
Q1 | $4.05M | Buy |
74,285
+46,329
| +166% | +$2.53M | 0.18% | 73 |
|
|
2020
Q4 | $1.43M | Buy |
27,956
+2,824
| +11% | +$144K | 0.1% | 68 |
|
|
2020
Q3 | $917K | Buy |
25,132
+496
| +2% | +$18.1K | 0.07% | 93 |
|
|
2020
Q2 | $766K | Sell |
24,636
-414
| -2% | -$12.9K | 0.07% | 81 |
|
|
2020
Q1 | $699K | Sell |
25,050
-29,679
| -54% | -$829K | 0.1% | 74 |
|
|
2019
Q4 | $1.63M | Buy |
54,729
+53,694
| +5,188% | +$1.6M | 0.21% | 48 |
|
|
2019
Q3 | $31.5K | Buy |
+1,035
| New | +$31.5K | ﹤0.01% | 554 |
|