Mount Yale Investment Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $608K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $772K | Sell |
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|
2023
Q4 | $628K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $268K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $469K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $685K | Buy |
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|
2020
Q3 | $248K | Buy |
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