M Holdings Securities’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
20,884
+8,529
| +69% | +$787K | 0.33% | 63 |
|
|
2025
Q1 | $900K | Buy |
+12,355
| New | +$900K | 0.15% | 99 |
|
|
2024
Q3 | – | Sell |
-6,181
| Closed | -$449K | – | 285 |
|
|
2024
Q2 | $449K | Buy |
+6,181
| New | +$449K | 0.06% | 180 |
|
|
2022
Q2 | – | Sell |
-13,433
| Closed | -$479K | – | 509 |
|
|
2022
Q1 | $479K | Buy |
+13,433
| New | +$479K | 0.04% | 307 |
|
|
2021
Q2 | $611K | Buy |
12,182
+2,137
| +21% | +$107K | 0.06% | 180 |
|
|
2021
Q1 | $548K | Buy |
+10,045
| New | +$548K | 0.05% | 280 |
|