Howard Financial Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
6,042
+200
| +3% | +$18.7K | 0.07% | 89 |
|
|
2025
Q1 | $426K | Buy |
5,842
+575
| +11% | +$41.9K | 0.06% | 113 |
|
|
2024
Q4 | $318K | Buy |
5,267
+375
| +8% | +$22.6K | 0.04% | 139 |
|
|
2024
Q3 | $368K | Buy |
4,892
+15
| +0.3% | +$1.13K | 0.05% | 113 |
|
|
2024
Q2 | $354K | Sell |
4,877
-9
| -0.2% | -$654 | 0.06% | 110 |
|
|
2024
Q1 | $376K | Buy |
4,886
+67
| +1% | +$5.16K | 0.06% | 107 |
|
|
2023
Q4 | $297K | Buy |
+4,819
| New | +$297K | 0.06% | 118 |
|
|
2021
Q3 | – | Sell |
-6,950
| Closed | -$348K | – | 134 |
|
|
2021
Q2 | $348K | Sell |
6,950
-3,350
| -33% | -$168K | 0.14% | 83 |
|
|
2021
Q1 | $561K | Hold |
10,300
| – | – | 0.25% | 43 |
|
|
2020
Q4 | $525K | Sell |
10,300
-850
| -8% | -$43.3K | 0.28% | 41 |
|
|
2020
Q3 | $407K | Buy |
11,150
+4,300
| +63% | +$157K | 0.26% | 50 |
|
|
2020
Q2 | $213K | Buy |
+6,850
| New | +$213K | 0.15% | 79 |
|