HHM Wealth 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 | $1.08M | Sell |
11,541
-1,075
| -9% | -$100K | 0.13% | 65 |
|
|
2025
Q1 | $919K | Sell |
12,616
-1,000
| -7% | -$72.9K | 0.12% | 68 |
|
|
2024
Q4 | $821K | Sell |
13,616
-1,500
| -10% | -$90.5K | 0.11% | 71 |
|
|
2024
Q3 | $1.14M | Sell |
15,116
-7,500
| -33% | -$564K | 0.16% | 57 |
|
|
2024
Q2 | $1.64M | Buy |
22,616
+1,661
| +8% | +$121K | 0.25% | 40 |
|
|
2024
Q1 | $1.61M | Hold |
20,955
| – | – | 0.27% | 34 |
|
|
2023
Q4 | $1.29M | Hold |
20,955
| – | – | 0.22% | 38 |
|
|
2023
Q3 | $964K | Buy |
20,955
+8,000
| +62% | +$368K | 0.19% | 47 |
|
|
2023
Q2 | $559K | Buy |
12,955
+1,947
| +18% | +$84.1K | 0.1% | 69 |
|
|
2023
Q1 | $349K | Sell |
11,008
-230
| -2% | -$7.29K | 0.07% | 87 |
|
|
2022
Q4 | $278K | Sell |
11,238
-4,502
| -29% | -$111K | 0.06% | 98 |
|
|
2022
Q3 | $417K | Buy |
15,740
+4,555
| +41% | +$121K | 0.11% | 67 |
|
|
2022
Q2 | $229K | Buy |
11,185
+230
| +2% | +$4.71K | 0.06% | 120 |
|
|
2022
Q1 | $391K | Buy |
10,955
+100
| +0.9% | +$3.57K | 0.09% | 87 |
|
|
2021
Q4 | $455K | Hold |
10,855
| – | – | 0.11% | 74 |
|
|
2021
Q3 | $486K | Hold |
10,855
| – | – | 0.13% | 66 |
|
|
2021
Q2 | $544K | Buy |
10,855
+50
| +0.5% | +$2.51K | 0.15% | 65 |
|
|
2021
Q1 | $589K | Hold |
10,805
| – | – | 0.18% | 55 |
|
|
2020
Q4 | $551K | Hold |
10,805
| – | – | 0.19% | 46 |
|
|
2020
Q3 | $394K | Sell |
10,805
-62
| -0.6% | -$2.26K | 0.16% | 53 |
|
|
2020
Q2 | $338K | Buy |
10,867
+1,010
| +10% | +$31.4K | 0.14% | 57 |
|
|
2020
Q1 | $275K | Buy |
+9,857
| New | +$275K | 0.13% | 64 |
|