N.E.W. Advisory Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
2,234
-1,220
| -35% | -$114K | 0.02% | 180 |
|
|
2025
Q1 | $252K | Buy |
+3,454
| New | +$252K | 0.02% | 185 |
|
|
2024
Q2 | – | Sell |
-2,639
| Closed | -$203K | – | 187 |
|
|
2024
Q1 | $203K | Buy |
+2,639
| New | +$203K | 0.02% | 166 |
|
|
2023
Q3 | – | Sell |
-4,820
| Closed | -$208K | – | 155 |
|
|
2023
Q2 | $208K | Buy |
+4,820
| New | +$208K | 0.03% | 129 |
|
|
2022
Q1 | – | Sell |
-7,838
| Closed | -$329K | – | 158 |
|
|
2021
Q4 | $329K | Buy |
+7,838
| New | +$329K | 0.05% | 108 |
|