Financial Advocates Investment Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Sell |
14,090
-11,538
| -45% | -$1.08M | 0.11% | 182 |
|
2025
Q1 | $1.87M | Buy |
25,628
+10,731
| +72% | +$782K | 0.13% | 178 |
|
2024
Q4 | $899K | Sell |
14,897
-522
| -3% | -$31.5K | 0.05% | 321 |
|
2024
Q3 | $1.16M | Buy |
15,419
+1,054
| +7% | +$79.2K | 0.07% | 276 |
|
2024
Q2 | $1.04M | Buy |
14,365
+1,669
| +13% | +$121K | 0.06% | 283 |
|
2024
Q1 | $977K | Buy |
12,696
+250
| +2% | +$19.2K | 0.06% | 312 |
|
2023
Q4 | $766K | Sell |
12,446
-284
| -2% | -$17.5K | 0.05% | 340 |
|
2023
Q3 | $585K | Buy |
12,730
+895
| +8% | +$41.2K | 0.04% | 376 |
|
2023
Q2 | $511K | Sell |
11,835
-791
| -6% | -$34.1K | 0.04% | 400 |
|
2023
Q1 | $400K | Sell |
12,626
-1,362
| -10% | -$43.2K | 0.03% | 469 |
|
2022
Q4 | $346K | Buy |
13,988
+530
| +4% | +$13.1K | 0.03% | 518 |
|
2022
Q3 | $576K | Sell |
13,458
-779
| -5% | -$33.3K | 0.05% | 372 |
|
2022
Q2 | $291K | Buy |
14,237
+7,637
| +116% | +$156K | 0.02% | 517 |
|
2022
Q1 | $236K | Buy |
6,600
+566
| +9% | +$20.2K | 0.02% | 640 |
|
2021
Q4 | $254K | Sell |
6,034
-6
| -0.1% | -$253 | 0.02% | 661 |
|
2021
Q3 | $270K | Sell |
6,040
-902
| -13% | -$40.3K | 0.02% | 631 |
|
2021
Q2 | $307K | Buy |
6,942
+947
| +16% | +$41.9K | 0.02% | 598 |
|
2021
Q1 | $444K | Sell |
5,995
-162
| -3% | -$12K | 0.03% | 495 |
|
2020
Q4 | $419K | Buy |
6,157
+115
| +2% | +$7.83K | 0.03% | 483 |
|
2020
Q3 | $272K | Buy |
+6,042
| New | +$272K | 0.02% | 490 |
|
2020
Q2 | – | Sell |
-14,756
| Closed | -$412K | – | 623 |
|
2020
Q1 | $412K | Buy |
14,756
+5,961
| +68% | +$166K | 0.06% | 304 |
|
2019
Q4 | $261K | Sell |
8,795
-589
| -6% | -$17.5K | 0.03% | 422 |
|
2019
Q3 | $262K | Buy |
9,384
+1,697
| +22% | +$47.4K | 0.03% | 403 |
|
2019
Q2 | $357K | Buy |
+7,687
| New | +$357K | 0.04% | 340 |
|