Fiduciary Alliance’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
15,145
+5,821
| +62% | +$543K | 0.11% | 184 |
|
|
2025
Q1 | $679K | Buy |
9,324
+256
| +3% | +$18.7K | 0.07% | 213 |
|
|
2024
Q4 | $547K | Buy |
9,068
+502
| +6% | +$30.3K | 0.06% | 225 |
|
|
2024
Q3 | $644K | Buy |
+8,566
| New | +$644K | 0.09% | 135 |
|
|
2023
Q3 | – | Sell |
-441
| Closed | -$19K | – | 898 |
|
|
2023
Q2 | $19K | Buy |
+441
| New | +$19K | ﹤0.01% | 463 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$7.42K | – | 825 |
|
|
2022
Q4 | $7.42K | Buy |
+300
| New | +$7.42K | ﹤0.01% | 464 |
|