Herold 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 | $355K | Hold |
3,800
| – | – | 0.07% | 215 |
|
|
2025
Q1 | $277K | Buy |
+3,800
| New | +$277K | 0.06% | 228 |
|
|
2024
Q4 | – | Sell |
-3,450
| Closed | -$259K | – | 282 |
|
|
2024
Q3 | $259K | Hold |
3,450
| – | – | 0.06% | 237 |
|
|
2024
Q2 | $251K | Hold |
3,450
| – | – | 0.06% | 232 |
|
|
2024
Q1 | $266K | Sell |
3,450
-200
| -5% | -$15.4K | 0.06% | 231 |
|
|
2023
Q4 | $225K | Buy |
+3,650
| New | +$225K | 0.06% | 221 |
|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$48.2K | – | 642 |
|
|
2022
Q1 | $48.2K | Buy |
+1,350
| New | +$48.2K | 0.02% | 386 |
|
|
2021
Q4 | – | Sell |
-1,050
| Closed | -$47K | – | 619 |
|
|
2021
Q3 | $47K | Buy |
+1,050
| New | +$47K | 0.02% | 386 |
|