J.W. Cole 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 | $5.06M | Buy |
54,208
+19,837
| +58% | +$1.85M | 0.11% | 190 |
|
|
2025
Q1 | $2.5M | Buy |
34,371
+1,766
| +5% | +$129K | 0.08% | 260 |
|
|
2024
Q4 | $1.97M | Sell |
32,605
-46
| -0.1% | -$2.78K | 0.08% | 246 |
|
|
2024
Q3 | $2.45M | Sell |
32,651
-8,232
| -20% | -$619K | 0.1% | 206 |
|
|
2024
Q2 | $2.97M | Buy |
40,883
+14,853
| +57% | +$1.08M | 0.14% | 147 |
|
|
2024
Q1 | $2M | Sell |
26,030
-520
| -2% | -$40K | 0.1% | 210 |
|
|
2023
Q4 | $1.63M | Sell |
26,550
-24,892
| -48% | -$1.53M | 0.1% | 223 |
|
|
2023
Q3 | $2.37M | Buy |
51,442
+11,557
| +29% | +$532K | 0.17% | 144 |
|
|
2023
Q2 | $1.72M | Buy |
39,885
+8,939
| +29% | +$386K | 0.12% | 184 |
|
|
2023
Q1 | $981K | Buy |
30,946
+7,296
| +31% | +$231K | 0.07% | 292 |
|
|
2022
Q4 | $585K | Sell |
23,650
-2,188
| -8% | -$54.1K | 0.05% | 384 |
|
|
2022
Q3 | $685K | Sell |
25,838
-513
| -2% | -$13.6K | 0.06% | 324 |
|
|
2022
Q2 | $539K | Buy |
26,351
+3,902
| +17% | +$79.8K | 0.04% | 390 |
|
|
2022
Q1 | $801K | Buy |
22,449
+2,540
| +13% | +$90.6K | 0.05% | 332 |
|
|
2021
Q4 | $835K | Buy |
19,909
+3,872
| +24% | +$162K | 0.05% | 334 |
|
|
2021
Q3 | $718K | Buy |
16,037
+2,030
| +14% | +$90.9K | 0.05% | 202 |
|
|
2021
Q2 | $702K | Buy |
14,007
+4,313
| +44% | +$216K | 0.06% | 341 |
|
|
2021
Q1 | $528K | Buy |
9,694
+3,081
| +47% | +$168K | 0.05% | 372 |
|
|
2020
Q4 | $337K | Sell |
6,613
-1,871
| -22% | -$95.3K | 0.04% | 446 |
|
|
2020
Q3 | $309K | Buy |
+8,484
| New | +$309K | 0.02% | 535 |
|