IFG Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
10,874
+3,076
| +39% | +$287K | 0.05% | 332 |
|
|
2025
Q1 | $568K | Buy |
7,798
+3,559
| +84% | +$259K | 0.03% | 418 |
|
|
2024
Q4 | $256K | Buy |
+4,239
| New | +$256K | 0.01% | 575 |
|
|
2024
Q1 | – | Sell |
-3,455
| Closed | -$213K | – | 563 |
|
|
2023
Q4 | $213K | Buy |
+3,455
| New | +$213K | 0.02% | 543 |
|
|
2021
Q2 | – | Sell |
-8,293
| Closed | -$452K | – | 513 |
|
|
2021
Q1 | $452K | Buy |
8,293
+30
| +0.4% | +$1.64K | 0.06% | 317 |
|
|
2020
Q4 | $421K | Sell |
8,263
-624
| -7% | -$31.8K | 0.06% | 289 |
|
|
2020
Q3 | $324K | Sell |
8,887
-3,426
| -28% | -$125K | 0.05% | 310 |
|
|
2020
Q2 | $382K | Buy |
12,313
+150
| +1% | +$4.65K | 0.07% | 254 |
|
|
2020
Q1 | $339K | Buy |
+12,163
| New | +$339K | 0.08% | 242 |
|