KMG Fiduciary Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
39,574
+6,256
| +19% | +$584K | 0.27% | 86 |
|
|
2025
Q1 | $2.43M | Buy |
33,318
+12,433
| +60% | +$906K | 0.2% | 110 |
|
|
2024
Q4 | $1.26M | Sell |
20,885
-544
| -3% | -$32.8K | 0.1% | 161 |
|
|
2024
Q3 | $1.61M | Buy |
21,429
+422
| +2% | +$31.7K | 0.14% | 141 |
|
|
2024
Q2 | $1.53M | Buy |
21,007
+609
| +3% | +$44.3K | 0.15% | 119 |
|
|
2024
Q1 | $1.57M | Buy |
+20,398
| New | +$1.57M | 0.16% | 113 |
|
|
2022
Q2 | – | Sell |
-14,982
| Closed | -$535K | – | 215 |
|
|
2022
Q1 | $535K | Sell |
14,982
-14,894
| -50% | -$532K | 0.09% | 145 |
|
|
2021
Q4 | $1.25M | Sell |
29,876
-359
| -1% | -$15.1K | 0.19% | 96 |
|
|
2021
Q3 | $1.36M | Buy |
30,235
+3,973
| +15% | +$178K | 0.23% | 96 |
|
|
2021
Q2 | $1.32M | Sell |
26,262
-308
| -1% | -$15.4K | 0.23% | 87 |
|
|
2021
Q1 | $1.45M | Buy |
26,570
+742
| +3% | +$40.4K | 0.28% | 77 |
|
|
2020
Q4 | $1.4M | Sell |
25,828
-123
| -0.5% | -$6.64K | 0.29% | 80 |
|
|
2020
Q3 | $947K | Buy |
+25,951
| New | +$947K | 0.24% | 85 |
|