Mount Yale 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 | $1.37M | Buy |
14,664
+185
| +1% | +$17.3K | 0.11% | 165 |
|
|
2025
Q1 | $1.05M | Buy |
14,479
+4,400
| +44% | +$321K | 0.09% | 187 |
|
|
2024
Q4 | $608K | Buy |
+10,079
| New | +$608K | 0.05% | 308 |
|
|
2024
Q3 | – | Sell |
-7,264
| Closed | -$528K | – | 593 |
|
|
2024
Q2 | $528K | Sell |
7,264
-2,767
| -28% | -$201K | 0.04% | 336 |
|
|
2024
Q1 | $772K | Sell |
10,031
-161
| -2% | -$12.4K | 0.06% | 274 |
|
|
2023
Q4 | $628K | Buy |
+10,192
| New | +$628K | 0.06% | 277 |
|
|
2023
Q2 | – | Sell |
-8,446
| Closed | -$268K | – | 512 |
|
|
2023
Q1 | $268K | Buy |
+8,446
| New | +$268K | 0.03% | 408 |
|
|
2022
Q4 | – | Sell |
-8,695
| Closed | -$230K | – | 493 |
|
|
2022
Q3 | $230K | Buy |
+8,695
| New | +$230K | 0.03% | 395 |
|
|
2022
Q2 | – | Sell |
-16,806
| Closed | -$600K | – | 497 |
|
|
2022
Q1 | $600K | Buy |
16,806
+7,348
| +78% | +$262K | 0.07% | 278 |
|
|
2021
Q4 | $397K | Sell |
9,458
-1,006
| -10% | -$42.2K | 0.04% | 320 |
|
|
2021
Q3 | $469K | Buy |
10,464
+5,686
| +119% | +$255K | 0.05% | 296 |
|
|
2021
Q2 | $239K | Buy |
4,778
+169
| +4% | +$8.45K | 0.03% | 373 |
|
|
2021
Q1 | $251K | Sell |
4,609
-8,830
| -66% | -$481K | 0.03% | 354 |
|
|
2020
Q4 | $685K | Buy |
13,439
+6,647
| +98% | +$339K | 0.1% | 216 |
|
|
2020
Q3 | $248K | Buy |
+6,792
| New | +$248K | 0.04% | 295 |
|