IFP 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 | $4.81M | Buy |
51,603
+11,117
| +27% | +$1.04M | 0.14% | 165 |
|
|
2025
Q1 | $2.95M | Buy |
40,486
+6,009
| +17% | +$438K | 0.09% | 257 |
|
|
2024
Q4 | $2.08M | Buy |
34,477
+9,061
| +36% | +$547K | 0.07% | 329 |
|
|
2024
Q3 | $1.91M | Sell |
25,416
-433
| -2% | -$32.5K | 0.07% | 312 |
|
|
2024
Q2 | $1.88M | Buy |
25,849
+1,485
| +6% | +$108K | 0.07% | 278 |
|
|
2024
Q1 | $1.88M | Sell |
24,364
-950
| -4% | -$73.1K | 0.08% | 264 |
|
|
2023
Q4 | $1.56M | Sell |
25,314
-2,132
| -8% | -$131K | 0.07% | 294 |
|
|
2023
Q3 | $1.26M | Buy |
27,446
+7,443
| +37% | +$342K | 0.06% | 336 |
|
|
2023
Q2 | $864K | Sell |
20,003
-1,206
| -6% | -$52.1K | 0.04% | 470 |
|
|
2023
Q1 | $883K | Sell |
21,209
-13,123
| -38% | -$546K | 0.04% | 429 |
|
|
2022
Q4 | $1.44M | Sell |
34,332
-412
| -1% | -$17.2K | 0.04% | 476 |
|
|
2022
Q3 | $1.46M | Buy |
34,744
+1,837
| +6% | +$77.1K | 0.04% | 506 |
|
|
2022
Q2 | $1.38M | Hold |
32,907
| – | – | 0.04% | 476 |
|
|
2022
Q1 | $1.38M | Buy |
32,907
+18,696
| +132% | +$784K | 0.04% | 476 |
|
|
2021
Q4 | $593K | Buy |
14,211
+5,061
| +55% | +$211K | 0.01% | 529 |
|
|
2021
Q3 | $410K | Buy |
9,150
+2,316
| +34% | +$104K | 0.01% | 628 |
|
|
2021
Q2 | $347K | Sell |
6,834
-1,526
| -18% | -$77.5K | 0.01% | 670 |
|
|
2021
Q1 | $455K | Buy |
8,360
+685
| +9% | +$37.3K | 0.01% | 554 |
|
|
2020
Q4 | $389K | Buy |
7,675
+3,182
| +71% | +$161K | 0.02% | 581 |
|
|
2020
Q3 | $164K | Buy |
4,493
+461
| +11% | +$16.8K | 0.01% | 778 |
|
|
2020
Q2 | $120K | Sell |
4,032
-1,401
| -26% | -$41.7K | 0.01% | 860 |
|
|
2020
Q1 | $151K | Buy |
5,433
+2,756
| +103% | +$76.6K | 0.02% | 673 |
|
|
2019
Q4 | $81K | Sell |
2,677
-2,097
| -44% | -$63.5K | 0.01% | 1055 |
|
|
2019
Q3 | $142K | Buy |
+4,774
| New | +$142K | 0.01% | 895 |
|