Morling 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 | $651K | Sell |
6,973
-1,239
| -15% | -$116K | 0.21% | 39 |
|
|
2025
Q1 | $598K | Sell |
8,212
-157
| -2% | -$11.4K | 0.21% | 40 |
|
|
2024
Q4 | $505K | Buy |
8,369
+118
| +1% | +$7.12K | 0.18% | 40 |
|
|
2024
Q3 | $620K | Hold |
8,251
| – | – | 0.24% | 34 |
|
|
2024
Q2 | $600K | Buy |
8,251
+51
| +0.6% | +$3.71K | 0.26% | 33 |
|
|
2024
Q1 | $631K | Sell |
8,200
-650
| -7% | -$50K | 0.36% | 32 |
|
|
2023
Q4 | $545K | Sell |
8,850
-1,400
| -14% | -$86.2K | 0.44% | 32 |
|
|
2023
Q3 | $471K | Hold |
10,250
| – | – | 0.47% | 34 |
|
|
2023
Q2 | $442K | Hold |
10,250
| – | – | 0.43% | 35 |
|
|
2023
Q1 | $325K | Sell |
10,250
-4,000
| -28% | -$127K | 0.35% | 38 |
|
|
2022
Q4 | $352K | Sell |
14,250
-1,655
| -10% | -$40.9K | 0.45% | 36 |
|
|
2022
Q3 | $421K | Sell |
15,905
-6,770
| -30% | -$179K | 0.57% | 31 |
|
|
2022
Q2 | $464K | Buy |
22,675
+16,589
| +273% | +$339K | 0.61% | 34 |
|
|
2022
Q1 | $217K | Hold |
6,086
| – | – | 0.27% | 48 |
|
|
2021
Q4 | $255K | Buy |
+6,086
| New | +$255K | 0.24% | 40 |
|