Holistic Financial 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 | $363K | Buy |
3,895
+64
| +2% | +$5.97K | 0.16% | 72 |
|
|
2025
Q1 | $279K | Buy |
3,831
+195
| +5% | +$14.2K | 0.13% | 87 |
|
|
2024
Q4 | $219K | Buy |
3,636
+285
| +9% | +$17.2K | 0.11% | 107 |
|
|
2024
Q3 | $252K | Buy |
3,351
+419
| +14% | +$31.5K | 0.12% | 97 |
|
|
2024
Q2 | $213K | Sell |
2,932
-15
| -0.5% | -$1.09K | 0.11% | 109 |
|
|
2024
Q1 | $227K | Buy |
+2,947
| New | +$227K | 0.12% | 111 |
|