Forum Financial 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 | $1.15M | Buy |
12,282
+1,326
| +12% | +$124K | 0.02% | 193 |
|
|
2025
Q1 | $798K | Buy |
10,956
+136
| +1% | +$9.91K | 0.01% | 244 |
|
|
2024
Q4 | $653K | Buy |
10,820
+3,674
| +51% | +$222K | 0.01% | 298 |
|
|
2024
Q3 | $537K | Sell |
7,146
-389
| -5% | -$29.2K | 0.01% | 308 |
|
|
2024
Q2 | $548K | Buy |
7,535
+1,340
| +22% | +$97.4K | 0.01% | 282 |
|
|
2024
Q1 | $477K | Buy |
+6,195
| New | +$477K | 0.01% | 337 |
|
|
2022
Q3 | – | Sell |
-10,485
| Closed | -$215K | – | 598 |
|
|
2022
Q2 | $215K | Buy |
10,485
+3,887
| +59% | +$79.7K | 0.01% | 488 |
|
|
2022
Q1 | $235K | Sell |
6,598
-1,000
| -13% | -$35.6K | 0.01% | 497 |
|
|
2021
Q4 | $319K | Buy |
+7,598
| New | +$319K | 0.02% | 386 |
|