Moneta Group Investment 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 | $1.27M | Buy |
13,645
+785
| +6% | +$73.2K | 0.02% | 276 |
|
|
2025
Q1 | $937K | Buy |
12,860
+2,399
| +23% | +$175K | 0.01% | 297 |
|
|
2024
Q4 | $631K | Buy |
10,461
+829
| +9% | +$50K | 0.01% | 358 |
|
|
2024
Q3 | $724K | Buy |
9,632
+368
| +4% | +$27.7K | 0.01% | 331 |
|
|
2024
Q2 | $673K | Buy |
9,264
+1,995
| +27% | +$145K | 0.01% | 332 |
|
|
2024
Q1 | $560K | Buy |
7,269
+1,438
| +25% | +$111K | 0.01% | 356 |
|
|
2023
Q4 | $359K | Buy |
5,831
+4
| +0.1% | +$246 | 0.01% | 400 |
|
|
2023
Q3 | $268K | Sell |
5,827
-244
| -4% | -$11.2K | 0.01% | 429 |
|
|
2023
Q2 | $262K | Sell |
6,071
-555
| -8% | -$24K | 0.01% | 449 |
|
|
2023
Q1 | $210K | Buy |
+6,626
| New | +$210K | 0.01% | 490 |
|
|
2021
Q2 | – | Sell |
-5,430
| Closed | -$296K | – | 459 |
|
|
2021
Q1 | $296K | Buy |
5,430
+254
| +5% | +$13.8K | 0.02% | 336 |
|
|
2020
Q4 | $264K | Buy |
+5,176
| New | +$264K | 0.02% | 269 |
|