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