JFS Wealth 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 | $64.6K | Sell |
692
-181
| -21% | -$16.9K | ﹤0.01% | 435 |
|
|
2025
Q1 | $63.6K | Buy |
873
+208
| +31% | +$15.2K | ﹤0.01% | 433 |
|
|
2024
Q4 | $40.1K | Hold |
665
| – | – | ﹤0.01% | 502 |
|
|
2024
Q3 | $50K | Buy |
665
+6
| +0.9% | +$451 | ﹤0.01% | 469 |
|
|
2024
Q2 | $47.9K | Hold |
659
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $50.7K | Hold |
659
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $40.6K | Buy |
659
+9
| +1% | +$554 | ﹤0.01% | 440 |
|
|
2023
Q3 | $29.9K | Buy |
650
+495
| +319% | +$22.8K | ﹤0.01% | 456 |
|
|
2023
Q2 | $6.69K | Sell |
155
-14
| -8% | -$604 | ﹤0.01% | 880 |
|
|
2023
Q1 | $5.36K | Buy |
169
+15
| +10% | +$476 | ﹤0.01% | 955 |
|
|
2022
Q4 | $3.81K | Sell |
154
-1,047
| -87% | -$25.9K | ﹤0.01% | 1102 |
|
|
2022
Q3 | $32K | Buy |
1,201
+85
| +8% | +$2.27K | ﹤0.01% | 467 |
|
|
2022
Q2 | $23K | Sell |
1,116
-53
| -5% | -$1.09K | ﹤0.01% | 566 |
|
|
2022
Q1 | $42K | Buy |
1,169
+360
| +44% | +$12.9K | ﹤0.01% | 463 |
|
|
2021
Q4 | $34K | Sell |
809
-3,265
| -80% | -$137K | ﹤0.01% | 483 |
|
|
2021
Q3 | $183K | Buy |
+4,074
| New | +$183K | 0.02% | 226 |
|