Global Retirement Partners’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.9M Buy
+73,938
New +$6.9M 0.17% 113
2024
Q4
$3.45M Buy
57,241
+11,397
+25% +$687K 0.1% 198
2024
Q3
$3.45M Buy
45,844
+23
+0.1% +$1.73K 0.1% 186
2024
Q2
$3.33M Buy
45,821
+27,832
+155% +$2.02M 0.1% 189
2024
Q1
$1.38M Buy
17,989
+803
+5% +$61.8K 0.05% 306
2023
Q4
$1.09M Buy
17,186
+315
+2% +$20.1K 0.05% 321
2023
Q3
$758K Sell
16,871
-1,050
-6% -$47.2K 0.04% 355
2023
Q2
$774K Sell
17,921
-3,328
-16% -$144K 0.04% 358
2023
Q1
$804K Sell
21,249
-8,777
-29% -$332K 0.04% 340
2022
Q4
$743K Sell
30,026
-2,890
-9% -$71.5K 0.05% 305
2022
Q3
$875K Buy
32,916
+1,202
+4% +$32K 0.07% 259
2022
Q2
$649K Buy
31,714
+1,823
+6% +$37.3K 0.05% 314
2022
Q1
$644K Buy
+29,891
New +$644K 0.05% 320
2021
Q4
Sell
-16,798
Closed -$753K 1692
2021
Q3
$753K Sell
16,798
-764
-4% -$34.2K 0.07% 228
2021
Q2
$880K Buy
17,562
+246
+1% +$12.3K 0.09% 204
2021
Q1
$944K Buy
17,316
+632
+4% +$34.5K 0.11% 172
2020
Q4
$851K Sell
16,684
-3,115
-16% -$159K 0.11% 175
2020
Q3
$722K Buy
19,799
+765
+4% +$27.9K 0.11% 185
2020
Q2
$592K Sell
19,034
-963
-5% -$30K 0.09% 199
2020
Q1
$558K Sell
19,997
-352
-2% -$9.82K 0.11% 179
2019
Q4
$605K Buy
20,349
+20,025
+6,181% +$595K 0.09% 203
2019
Q3
$10K Hold
324
﹤0.01% 1130
2019
Q2
$15K Buy
+324
New +$15K ﹤0.01% 1016