Kestra Private Wealth Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
184,445
+4,516
| +3% | +$421K | 0.25% | 86 |
|
|
2025
Q1 | $13.1M | Buy |
179,929
+53,741
| +43% | +$3.92M | 0.22% | 100 |
|
|
2024
Q4 | $7.61M | Sell |
126,188
-8,625
| -6% | -$520K | 0.13% | 177 |
|
|
2024
Q3 | $10.1M | Buy |
134,813
+12,008
| +10% | +$903K | 0.19% | 126 |
|
|
2024
Q2 | $8.93M | Buy |
122,805
+28,661
| +30% | +$2.08M | 0.18% | 130 |
|
|
2024
Q1 | $7.25M | Sell |
94,144
-9,920
| -10% | -$764K | 0.16% | 153 |
|
|
2023
Q4 | $6.41M | Buy |
104,064
+3,970
| +4% | +$244K | 0.16% | 156 |
|
|
2023
Q3 | $4.6M | Buy |
100,094
+13,499
| +16% | +$621K | 0.14% | 165 |
|
|
2023
Q2 | $3.74M | Buy |
86,595
+18,689
| +28% | +$807K | 0.13% | 177 |
|
|
2023
Q1 | $2.15M | Buy |
67,906
+1,334
| +2% | +$42.3K | 0.09% | 251 |
|
|
2022
Q4 | $1.65M | Buy |
66,572
+22,477
| +51% | +$556K | 0.08% | 270 |
|
|
2022
Q3 | $1.17M | Sell |
44,095
-1,192
| -3% | -$31.6K | 0.07% | 305 |
|
|
2022
Q2 | $927K | Buy |
45,287
+1,033
| +2% | +$21.1K | 0.05% | 359 |
|
|
2022
Q1 | $1.58M | Buy |
44,254
+188
| +0.4% | +$6.71K | 0.08% | 266 |
|
|
2021
Q4 | $1.85M | Buy |
44,066
+6,898
| +19% | +$289K | 0.09% | 240 |
|
|
2021
Q3 | $1.67M | Buy |
37,168
+4,289
| +13% | +$192K | 0.09% | 242 |
|
|
2021
Q2 | $1.65M | Buy |
32,879
+14,795
| +82% | +$742K | 0.1% | 230 |
|
|
2021
Q1 | $986K | Buy |
18,084
+3,971
| +28% | +$217K | 0.07% | 292 |
|
|
2020
Q4 | $750K | Sell |
14,113
-3,340
| -19% | -$177K | 0.06% | 342 |
|
|
2020
Q3 | $637K | Buy |
+17,453
| New | +$637K | 0.06% | 336 |
|