FDx 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 | $206K | Buy |
+2,209
| New | +$206K | 0.06% | 175 |
|
2024
Q3 | – | Sell |
-3,060
| Closed | -$222K | – | 211 |
|
2024
Q2 | $222K | Sell |
3,060
-2,459
| -45% | -$178K | 0.06% | 187 |
|
2024
Q1 | $425K | Sell |
5,519
-5,388
| -49% | -$415K | 0.06% | 227 |
|
2023
Q4 | $672K | Sell |
10,907
-2,106
| -16% | -$130K | 0.05% | 325 |
|
2023
Q3 | $598K | Sell |
13,013
-1,627
| -11% | -$74.8K | 0.05% | 316 |
|
2023
Q2 | $632K | Buy |
+14,640
| New | +$632K | 0.03% | 390 |
|
2022
Q4 | – | Sell |
-10,161
| Closed | -$269K | – | 788 |
|
2022
Q3 | $269K | Sell |
10,161
-7,318
| -42% | -$194K | 0.01% | 590 |
|
2022
Q2 | $358K | Sell |
17,479
-268
| -2% | -$5.49K | 0.01% | 571 |
|
2022
Q1 | $633K | Buy |
17,747
+3,050
| +21% | +$109K | 0.02% | 437 |
|
2021
Q4 | $616K | Buy |
14,697
+3,365
| +30% | +$141K | 0.02% | 475 |
|
2021
Q3 | $508K | Buy |
11,332
+2,339
| +26% | +$105K | 0.02% | 508 |
|
2021
Q2 | $451K | Sell |
8,993
-14,941
| -62% | -$749K | 0.02% | 532 |
|
2021
Q1 | $1.31M | Sell |
23,934
-1,901
| -7% | -$104K | 0.05% | 238 |
|
2020
Q4 | $1.32M | Buy |
+25,835
| New | +$1.32M | 0.05% | 223 |
|
2020
Q2 | – | Sell |
-7,434
| Closed | -$208K | – | 624 |
|
2020
Q1 | $208K | Buy |
+7,434
| New | +$208K | 0.01% | 468 |
|
2019
Q3 | – | Sell |
-18,992
| Closed | -$881K | – | 792 |
|
2019
Q2 | $881K | Buy |
+18,992
| New | +$881K | 0.03% | 358 |
|