Legacy 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 | $782K | Buy |
8,386
+1,237
| +17% | +$115K | 0.12% | 145 |
|
|
2025
Q1 | $521K | Buy |
+7,149
| New | +$521K | 0.09% | 188 |
|
|
2024
Q4 | – | Sell |
-6,914
| Closed | -$520K | – | 369 |
|
|
2024
Q3 | $520K | Buy |
6,914
+2,836
| +70% | +$213K | 0.09% | 188 |
|
|
2024
Q2 | $296K | Sell |
4,078
-85
| -2% | -$6.18K | 0.05% | 254 |
|
|
2024
Q1 | $320K | Sell |
4,163
-1,414
| -25% | -$109K | 0.06% | 240 |
|
|
2023
Q4 | $343K | Buy |
+5,577
| New | +$343K | 0.07% | 209 |
|