Evolution Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
+2,611
| New | +$244K | 0.04% | 149 |
|
|
2024
Q4 | – | Sell |
-7,528
| Closed | -$566K | – | 150 |
|
|
2024
Q3 | $566K | Sell |
7,528
-2,200
| -23% | -$165K | 0.1% | 78 |
|
|
2024
Q2 | $707K | Sell |
9,728
-1,887
| -16% | -$137K | 0.14% | 69 |
|
|
2024
Q1 | $894K | Buy |
11,615
+2,734
| +31% | +$210K | 0.17% | 61 |
|
|
2023
Q4 | $547K | Sell |
8,881
-329
| -4% | -$20.3K | 0.11% | 74 |
|
|
2023
Q3 | $424K | Buy |
9,210
+57
| +0.6% | +$2.62K | 0.09% | 81 |
|
|
2023
Q2 | $395K | Sell |
9,153
-1,930
| -17% | -$83.3K | 0.09% | 78 |
|
|
2023
Q1 | $351K | Buy |
11,083
+13
| +0.1% | +$412 | 0.08% | 83 |
|
|
2022
Q4 | $274K | Buy |
+11,070
| New | +$274K | 0.07% | 100 |
|
|
2022
Q1 | – | Sell |
-4,823
| Closed | -$202 | – | 147 |
|
|
2021
Q4 | $202 | Hold |
4,823
| – | – | 0.03% | 133 |
|
|
2021
Q3 | $216K | Buy |
4,823
+1,423
| +42% | +$63.7K | 0.05% | 105 |
|
|
2021
Q2 | $170K | Buy |
3,400
+824
| +32% | +$41.2K | 0.03% | 132 |
|
|
2021
Q1 | $140K | Buy |
2,576
+233
| +10% | +$12.7K | 0.03% | 131 |
|
|
2020
Q4 | $119K | Hold |
2,343
| – | – | 0.03% | 129 |
|
|
2020
Q3 | $85K | Buy |
2,343
+343
| +17% | +$12.4K | 0.02% | 155 |
|
|
2020
Q2 | $62K | Buy |
2,000
+1,552
| +346% | +$48.1K | 0.02% | 132 |
|
|
2020
Q1 | $13K | Sell |
448
-2,700
| -86% | -$78.3K | 0.01% | 192 |
|
|
2019
Q4 | $94K | Buy |
3,148
+2,748
| +687% | +$82.1K | 0.02% | 109 |
|
|
2019
Q3 | $12K | Buy |
+400
| New | +$12K | 0.01% | 153 |
|