Fortis Capital 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 | $1.19M | Buy |
12,710
+4,091
| +47% | +$382K | 0.21% | 71 |
|
|
2025
Q1 | $628K | Buy |
+8,619
| New | +$628K | 0.13% | 137 |
|
|
2023
Q4 | – | Sell |
-8,230
| Closed | -$378K | – | 128 |
|
|
2023
Q3 | $378K | Buy |
+8,230
| New | +$378K | 0.24% | 61 |
|
|
2023
Q2 | – | Sell |
-154
| Closed | -$4.88K | – | 578 |
|
|
2023
Q1 | $4.88K | Buy |
154
+14
| +10% | +$444 | ﹤0.01% | 501 |
|
|
2022
Q4 | $3.46K | Buy |
+140
| New | +$3.46K | ﹤0.01% | 539 |
|