Lauterbach 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 | $815K | Hold |
8,735
| – | – | 0.45% | 31 |
|
|
2025
Q1 | $636K | Hold |
8,735
| – | – | 0.4% | 33 |
|
|
2024
Q4 | $527K | Hold |
8,735
| – | – | 0.32% | 38 |
|
|
2024
Q3 | $657K | Hold |
8,735
| – | – | 0.4% | 31 |
|
|
2024
Q2 | $515K | Hold |
8,735
| – | – | 0.34% | 37 |
|
|
2024
Q1 | $673K | Sell |
8,735
-938
| -10% | -$72.2K | 0.44% | 29 |
|
|
2023
Q4 | $596K | Hold |
9,673
| – | – | 0.41% | 29 |
|
|
2023
Q3 | $445K | Hold |
9,673
| – | – | 0.35% | 35 |
|
|
2023
Q2 | $418K | Hold |
9,673
| – | – | 0.32% | 35 |
|
|
2023
Q1 | $307K | Hold |
9,673
| – | – | 0.25% | 41 |
|
|
2022
Q4 | $239K | Buy |
+9,673
| New | +$239K | 0.21% | 44 |
|
|
2022
Q2 | – | Sell |
-6,350
| Closed | -$227K | – | 55 |
|
|
2022
Q1 | $227K | Buy |
+6,350
| New | +$227K | 0.21% | 43 |
|