Key Client Fiduciary 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 | $533K | Buy |
5,713
+470
| +9% | +$43.9K | 0.22% | 104 |
|
|
2025
Q1 | $382K | Buy |
5,243
+1,064
| +25% | +$77.5K | 0.17% | 124 |
|
|
2024
Q4 | $252K | Sell |
4,179
-535
| -11% | -$32.3K | 0.11% | 162 |
|
|
2024
Q3 | $354K | Buy |
4,714
+105
| +2% | +$7.89K | 0.16% | 132 |
|
|
2024
Q2 | $335K | Buy |
+4,609
| New | +$335K | 0.17% | 128 |
|
|
2024
Q1 | – | Sell |
-3,510
| Closed | -$216K | – | 193 |
|
|
2023
Q4 | $216K | Buy |
+3,510
| New | +$216K | 0.13% | 159 |
|