Lugano Financial Advisors SA (LFA)’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Buy |
+146
| New | +$13.6K | 0.01% | 201 |
|
|
2023
Q3 | – | Sell |
-2,778
| Closed | -$120K | – | 210 |
|
|
2023
Q2 | $120K | Hold |
2,778
| – | – | 0.08% | 95 |
|
|
2023
Q1 | $88.1K | Sell |
2,778
-2,887
| -51% | -$91.5K | 0.07% | 74 |
|
|
2022
Q4 | $140K | Sell |
5,665
-5,665
| -50% | -$140K | 0.1% | 66 |
|
|
2022
Q3 | $300K | Buy |
11,330
+5,665
| +100% | +$150K | 0.24% | 56 |
|
|
2022
Q2 | $115K | Hold |
5,665
| – | – | 0.08% | 69 |
|
|
2022
Q1 | $201K | Sell |
5,665
-1,620
| -22% | -$57.5K | 0.13% | 64 |
|
|
2021
Q4 | $305K | Buy |
7,285
+5,665
| +350% | +$237K | 0.18% | 55 |
|
|
2021
Q3 | $73K | Buy |
+1,620
| New | +$73K | 0.05% | 75 |
|