Navis Wealth 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 | $780K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $719K | Buy |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $349K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $255K | Buy |
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