Legacy 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 | $109K | Sell |
10,188
-109,050
| -91% | -$1.17M | 1.73% | 10 |
|
|
2025
Q1 | $8.69M | Buy |
119,238
+1,930
| +2% | +$141K | 0.89% | 19 |
|
|
2024
Q4 | $7.08M | Buy |
117,308
+2,495
| +2% | +$150K | 0.69% | 26 |
|
|
2024
Q3 | $8.63M | Sell |
114,813
-49
| -0% | -$3.68K | 0.93% | 21 |
|
|
2024
Q2 | $8.35M | Sell |
114,862
-13,211
| -10% | -$960K | 1.01% | 20 |
|
|
2024
Q1 | $9.86M | Sell |
128,073
-1,468
| -1% | -$113K | 1.25% | 15 |
|
|
2023
Q4 | $7.98M | Buy |
129,541
+2,703
| +2% | +$166K | 1.03% | 19 |
|
|
2023
Q3 | $5.83M | Buy |
126,838
+60
| +0% | +$2.76K | 0.94% | 20 |
|
|
2023
Q2 | $5.47M | Buy |
126,778
+185
| +0.1% | +$7.99K | 0.81% | 21 |
|
|
2023
Q1 | $4.01M | Hold |
126,593
| – | – | 0.74% | 26 |
|
|
2022
Q4 | $3.13M | Hold |
126,593
| – | – | 0.57% | 37 |
|
|
2022
Q3 | $3.36M | Sell |
126,593
-95
| -0.1% | -$2.52K | 0.74% | 22 |
|
|
2022
Q2 | $2.59M | Buy |
126,688
+102
| +0.1% | +$2.09K | 0.55% | 29 |
|
|
2022
Q1 | $4.52M | Buy |
126,586
+6
| +0% | +$214 | 0.88% | 16 |
|
|
2021
Q4 | $5.31M | Hold |
126,580
| – | – | 1.95% | 11 |
|
|
2021
Q3 | $5.67M | Hold |
126,580
| – | – | 2.27% | 9 |
|
|
2021
Q2 | $6.34M | Sell |
126,580
-19,040
| -13% | -$954K | 2.58% | 9 |
|
|
2021
Q1 | $7.94M | Hold |
145,620
| – | – | 3.51% | 5 |
|
|
2020
Q4 | $7.43M | Sell |
145,620
-15,000
| -9% | -$765K | 4.22% | 4 |
|
|
2020
Q3 | $5.86M | Hold |
160,620
| – | – | 3.87% | 5 |
|
|
2020
Q2 | $4.99M | Buy |
160,620
+4,448
| +3% | +$138K | 3.96% | 4 |
|
|
2020
Q1 | $4.36M | Buy |
156,172
+513
| +0.3% | +$14.3K | 4.36% | 4 |
|
|
2019
Q4 | $4.63M | Buy |
+155,659
| New | +$4.63M | 2.94% | 7 |
|
|
2019
Q3 | – | Sell |
-566
| Closed | -$26K | – | 312 |
|
|
2019
Q2 | $26K | Buy |
+566
| New | +$26K | 0.02% | 240 |
|