Fairfield Financial Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-670
| Closed | -$40.4K | – | 197 |
|
2024
Q4 | $40.4K | Buy |
670
+170
| +34% | +$10.3K | 0.01% | 136 |
|
2024
Q3 | $37.6K | Hold |
500
| – | – | 0.01% | 152 |
|
2024
Q2 | $36.3K | Buy |
+500
| New | +$36.3K | 0.01% | 146 |
|
2023
Q4 | $30.8K | Hold |
500
| – | – | 0.01% | 178 |
|
2023
Q3 | $23K | Hold |
500
| – | – | 0.01% | 176 |
|
2023
Q2 | $21.6K | Hold |
500
| – | – | 0.01% | 184 |
|
2023
Q1 | $15.6K | Hold |
500
| – | – | 0.01% | 207 |
|
2022
Q4 | $12.4K | Sell |
500
-200
| -29% | -$4.95K | 0.01% | 203 |
|
2022
Q3 | $18.6K | Hold |
700
| – | – | 0.01% | 179 |
|
2022
Q2 | $14.3K | Hold |
700
| – | – | 0.01% | 177 |
|
2022
Q1 | $25K | Buy |
+700
| New | +$25K | 0.01% | 165 |
|