Foundations Investment 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 | $1,000K | Buy |
10,717
+560
| +6% | +$52.2K | 0.02% | 434 |
|
|
2025
Q1 | $740K | Buy |
10,157
+2,649
| +35% | +$193K | 0.01% | 476 |
|
|
2024
Q4 | $453K | Sell |
7,508
-884
| -11% | -$53.3K | 0.01% | 557 |
|
|
2024
Q3 | $631K | Buy |
8,392
+2,130
| +34% | +$160K | 0.01% | 466 |
|
|
2024
Q2 | $455K | Buy |
6,262
+713
| +13% | +$51.8K | 0.01% | 518 |
|
|
2024
Q1 | $427K | Buy |
5,549
+937
| +20% | +$72.1K | 0.01% | 504 |
|
|
2023
Q4 | $308K | Sell |
4,612
-178
| -4% | -$11.9K | 0.01% | 543 |
|
|
2023
Q3 | $220K | Sell |
4,790
-1,093
| -19% | -$50.3K | 0.01% | 587 |
|
|
2023
Q2 | $254K | Buy |
+5,883
| New | +$254K | 0.01% | 504 |
|
|
2023
Q1 | – | Sell |
-18,075
| Closed | -$447K | – | 537 |
|
|
2022
Q4 | $447K | Sell |
18,075
-12,884
| -42% | -$319K | 0.02% | 294 |
|
|
2022
Q3 | $820K | Sell |
30,959
-11,201
| -27% | -$297K | 0.04% | 189 |
|
|
2022
Q2 | $906K | Buy |
42,160
+4,067
| +11% | +$87.4K | 0.04% | 161 |
|
|
2022
Q1 | $1.25M | Buy |
38,093
+3,277
| +9% | +$107K | 0.05% | 112 |
|
|
2021
Q4 | $1.5M | Buy |
34,816
+4,700
| +16% | +$202K | 0.06% | 101 |
|
|
2021
Q3 | $1.37M | Buy |
30,116
+2,858
| +10% | +$130K | 0.06% | 92 |
|
|
2021
Q2 | $1.34M | Buy |
27,258
+4,184
| +18% | +$205K | 0.06% | 90 |
|
|
2021
Q1 | $1.31M | Buy |
23,074
+3,685
| +19% | +$210K | 0.08% | 79 |
|
|
2020
Q4 | $1.03M | Buy |
19,389
+1,494
| +8% | +$79.6K | 0.07% | 75 |
|
|
2020
Q3 | $675K | Buy |
17,895
+2,082
| +13% | +$78.5K | 0.15% | 89 |
|
|
2020
Q2 | $485K | Buy |
15,813
+1,471
| +10% | +$45.1K | 0.04% | 103 |
|
|
2020
Q1 | $365K | Buy |
14,342
+2,299
| +19% | +$58.5K | 0.04% | 81 |
|
|
2019
Q4 | $380K | Buy |
12,043
+4,316
| +56% | +$136K | 0.05% | 103 |
|
|
2019
Q3 | $230K | Buy |
+7,727
| New | +$230K | 0.03% | 119 |
|