Mutual 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 | $1.21M | Buy |
13,247
+5,570
| +73% | +$508K | 0.03% | 437 |
|
2025
Q1 | $597K | Buy |
7,677
+1,745
| +29% | +$136K | 0.02% | 642 |
|
2024
Q4 | $407K | Sell |
5,932
-132
| -2% | -$9.05K | 0.01% | 775 |
|
2024
Q3 | $475K | Buy |
6,064
+504
| +9% | +$39.5K | 0.01% | 726 |
|
2024
Q2 | $354K | Sell |
5,560
-89
| -2% | -$5.67K | 0.01% | 830 |
|
2024
Q1 | $435K | Buy |
+5,649
| New | +$435K | 0.01% | 739 |
|
2022
Q1 | – | Sell |
-5,128
| Closed | -$215K | – | 936 |
|
2021
Q4 | $215K | Buy |
5,128
+643
| +14% | +$27K | 0.01% | 828 |
|
2021
Q3 | $201K | Sell |
4,485
-4,375
| -49% | -$196K | 0.01% | 832 |
|
2021
Q2 | $444K | Buy |
8,860
+2,808
| +46% | +$141K | 0.03% | 570 |
|
2021
Q1 | $330K | Sell |
6,052
-1,282
| -17% | -$69.9K | 0.02% | 608 |
|
2020
Q4 | $374K | Buy |
+7,334
| New | +$374K | 0.03% | 542 |
|