Koss-Olinger Consulting’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
2,426
-338
| -12% | -$31.5K | 0.02% | 292 |
|
|
2025
Q1 | $201K | Buy |
+2,764
| New | +$201K | 0.02% | 297 |
|
|
2024
Q4 | – | Sell |
-2,852
| Closed | -$214K | – | 280 |
|
|
2024
Q3 | $214K | Buy |
+2,852
| New | +$214K | 0.02% | 255 |
|
|
2024
Q1 | – | Sell |
-11,160
| Closed | -$687K | – | 294 |
|
|
2023
Q4 | $687K | Sell |
11,160
-6,677
| -37% | -$411K | 0.07% | 124 |
|
|
2023
Q3 | $820K | Hold |
17,837
| – | – | 0.12% | 96 |
|
|
2023
Q2 | $770K | Sell |
17,837
-103
| -0.6% | -$4.45K | 0.09% | 108 |
|
|
2023
Q1 | $569K | Sell |
17,940
-647
| -3% | -$20.5K | 0.07% | 124 |
|
|
2022
Q4 | $460K | Sell |
18,587
-15,968
| -46% | -$395K | 0.07% | 126 |
|
|
2022
Q3 | $916K | Buy |
34,555
+4,401
| +15% | +$117K | 0.16% | 59 |
|
|
2022
Q2 | $617K | Buy |
30,154
+9,439
| +46% | +$193K | 0.11% | 68 |
|
|
2022
Q1 | $739K | Buy |
20,715
+8,228
| +66% | +$294K | 0.12% | 80 |
|
|
2021
Q4 | $524K | Buy |
12,487
+2,700
| +28% | +$113K | 0.08% | 102 |
|
|
2021
Q3 | $438K | Buy |
+9,787
| New | +$438K | 0.07% | 126 |
|