IPG Investment 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 | $6.52M | Buy |
69,898
+16,968
| +32% | +$1.58M | 1.27% | 22 |
|
|
2025
Q1 | $3.86M | Buy |
52,930
+5,843
| +12% | +$426K | 0.87% | 31 |
|
|
2024
Q4 | $2.84M | Buy |
47,087
+8,013
| +21% | +$483K | 0.65% | 34 |
|
|
2024
Q3 | $2.94M | Sell |
39,074
-10,095
| -21% | -$759K | 0.64% | 38 |
|
|
2024
Q2 | $3.57M | Buy |
49,169
+35,809
| +268% | +$2.6M | 0.78% | 39 |
|
|
2024
Q1 | $1.03M | Buy |
13,360
+5
| +0% | +$385 | 0.22% | 65 |
|
|
2023
Q4 | $822K | Sell |
13,355
-38,285
| -74% | -$2.36M | 0.16% | 83 |
|
|
2023
Q3 | $2.37M | Buy |
51,640
+34,993
| +210% | +$1.61M | 0.52% | 41 |
|
|
2023
Q2 | $719K | Sell |
16,647
-28,032
| -63% | -$1.21M | 0.16% | 83 |
|
|
2023
Q1 | $1.42M | Sell |
44,679
-23,020
| -34% | -$730K | 0.32% | 50 |
|
|
2022
Q4 | $1.67M | Buy |
67,699
+6,436
| +11% | +$159K | 0.47% | 38 |
|
|
2022
Q3 | $1.62M | Buy |
61,263
+1,305
| +2% | +$34.6K | 0.46% | 40 |
|
|
2022
Q2 | $1.23M | Sell |
59,958
-145
| -0.2% | -$2.97K | 0.31% | 51 |
|
|
2022
Q1 | $2.14M | Sell |
60,103
-4,868
| -7% | -$174K | 0.41% | 40 |
|
|
2021
Q4 | $2.73M | Buy |
64,971
+8,147
| +14% | +$342K | 0.49% | 40 |
|
|
2021
Q3 | $2.55M | Buy |
56,824
+9,182
| +19% | +$411K | 0.81% | 22 |
|
|
2021
Q2 | $2.39M | Buy |
47,642
+29,479
| +162% | +$1.48M | 0.7% | 25 |
|
|
2021
Q1 | $990K | Sell |
18,163
-13,337
| -42% | -$727K | 0.19% | 83 |
|
|
2020
Q4 | $1.61M | Sell |
31,500
-20,077
| -39% | -$1.02M | 0.37% | 48 |
|
|
2020
Q3 | $1.88M | Buy |
51,577
+39,635
| +332% | +$1.45M | 0.54% | 38 |
|
|
2020
Q2 | $371K | Sell |
11,942
-37,139
| -76% | -$1.15M | 0.13% | 90 |
|
|
2020
Q1 | $1.37M | Buy |
49,081
+11,692
| +31% | +$326K | 0.58% | 36 |
|
|
2019
Q4 | $1.11M | Buy |
+37,389
| New | +$1.11M | 0.35% | 49 |
|