Kelleher Financial 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 | $1.71M | Buy |
18,277
+221
| +1% | +$20.6K | 0.59% | 27 |
|
|
2025
Q1 | $1.32M | Buy |
18,056
+888
| +5% | +$64.7K | 0.52% | 31 |
|
|
2024
Q4 | $1.04M | Buy |
17,168
+4,399
| +34% | +$265K | 0.39% | 31 |
|
|
2024
Q3 | $960K | Hold |
12,769
| – | – | 0.37% | 39 |
|
|
2024
Q2 | $928K | Hold |
12,769
| – | – | 0.38% | 34 |
|
|
2024
Q1 | $983K | Hold |
12,769
| – | – | 0.41% | 33 |
|
|
2023
Q4 | $786K | Hold |
12,769
| – | – | 0.37% | 38 |
|
|
2023
Q3 | $587K | Buy |
12,769
+310
| +2% | +$14.3K | 0.3% | 48 |
|
|
2023
Q2 | $538K | Sell |
12,459
-275
| -2% | -$11.9K | 0.31% | 60 |
|
|
2023
Q1 | $404K | Buy |
+12,734
| New | +$404K | 0.27% | 68 |
|
|
2022
Q4 | – | Sell |
-8,258
| Closed | -$218K | – | 117 |
|
|
2022
Q3 | $218K | Buy |
+8,258
| New | +$218K | 0.16% | 92 |
|
|
2022
Q2 | – | Sell |
-6,218
| Closed | -$221K | – | 147 |
|
|
2022
Q1 | $221K | Hold |
6,218
| – | – | 0.12% | 104 |
|
|
2021
Q4 | $260K | Sell |
6,218
-5,900
| -49% | -$247K | 0.14% | 106 |
|
|
2021
Q3 | $542K | Buy |
12,118
+5,961
| +97% | +$267K | 0.24% | 91 |
|
|
2021
Q2 | $308K | Buy |
+6,157
| New | +$308K | 0.17% | 92 |
|