Great Valley Advisor Group’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.26M | Sell |
45,630
-1,813
| -4% | -$169K | 0.09% | 194 |
|
2025
Q1 | $3.46M | Sell |
47,443
-388
| -0.8% | -$28.3K | 0.07% | 231 |
|
2024
Q4 | $2.89M | Buy |
47,831
+3,220
| +7% | +$194K | 0.06% | 259 |
|
2024
Q3 | $3.35M | Buy |
44,611
+4,584
| +11% | +$345K | 0.08% | 237 |
|
2024
Q2 | $2.91M | Buy |
40,027
+3,249
| +9% | +$236K | 0.08% | 232 |
|
2024
Q1 | $2.83M | Sell |
36,778
-7,598
| -17% | -$585K | 0.09% | 225 |
|
2023
Q4 | $2.73M | Buy |
44,376
+4,689
| +12% | +$289K | 0.1% | 199 |
|
2023
Q3 | $1.82M | Buy |
39,687
+3,782
| +11% | +$174K | 0.08% | 231 |
|
2023
Q2 | $1.55M | Buy |
35,905
+2,368
| +7% | +$102K | 0.07% | 253 |
|
2023
Q1 | $1.06M | Sell |
33,537
-2,151
| -6% | -$68.2K | 0.05% | 297 |
|
2022
Q4 | $883K | Buy |
35,688
+1,797
| +5% | +$44.4K | 0.05% | 342 |
|
2022
Q3 | $898K | Sell |
33,891
-4,447
| -12% | -$118K | 0.05% | 321 |
|
2022
Q2 | $785K | Buy |
38,338
+19,018
| +98% | +$389K | 0.04% | 342 |
|
2022
Q1 | $695K | Buy |
19,320
+4,585
| +31% | +$165K | 0.04% | 335 |
|
2021
Q4 | $624K | Buy |
14,735
+1,856
| +14% | +$78.6K | 0.04% | 347 |
|
2021
Q3 | $577K | Buy |
12,879
+4,283
| +50% | +$192K | 0.04% | 329 |
|
2021
Q2 | $439K | Buy |
8,596
+638
| +8% | +$32.6K | 0.03% | 379 |
|
2021
Q1 | $434K | Sell |
7,958
-3,138
| -28% | -$171K | 0.04% | 332 |
|
2020
Q4 | $565K | Buy |
11,096
+125
| +1% | +$6.37K | 0.06% | 263 |
|
2020
Q3 | $400K | Buy |
10,971
+2,506
| +30% | +$91.4K | 0.05% | 288 |
|
2020
Q2 | $264K | Buy |
+8,465
| New | +$264K | 0.04% | 334 |
|