HBK Sorce Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Sell |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.05M | Buy |
|
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|
2024
Q4 | $657K | Buy |
|
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|
2024
Q3 | $788K | Sell |
|
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|
2024
Q2 | $776K | Sell |
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|
2024
Q1 | $939K | Sell |
|
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|
2023
Q4 | $769K | Buy |
|
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|
2023
Q3 | $387K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $201K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $621K | Buy |
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|
2021
Q2 | $668K | Buy |
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|
2021
Q1 | $423K | Buy |
|