Navis Wealth 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 | $780K | Sell |
8,365
-522
| -6% | -$48.7K | 0.66% | 32 |
|
|
2025
Q1 | $648K | Sell |
8,887
-730
| -8% | -$53.2K | 0.64% | 36 |
|
|
2024
Q4 | $580K | Sell |
9,617
-41
| -0.4% | -$2.47K | 0.63% | 38 |
|
|
2024
Q3 | $726K | Sell |
9,658
-234
| -2% | -$17.6K | 0.79% | 28 |
|
|
2024
Q2 | $719K | Buy |
9,892
+2,363
| +31% | +$172K | 0.82% | 24 |
|
|
2024
Q1 | $580K | Sell |
7,529
-1
| -0% | -$77 | 0.7% | 34 |
|
|
2023
Q4 | $464K | Sell |
7,530
-59
| -0.8% | -$3.63K | 0.6% | 40 |
|
|
2023
Q3 | $349K | Buy |
+7,589
| New | +$349K | 0.51% | 47 |
|
|
2022
Q2 | – | Sell |
-6,600
| Closed | -$235K | – | 107 |
|
|
2022
Q1 | $235K | Hold |
6,600
| – | – | 0.21% | 91 |
|
|
2021
Q4 | $277K | Hold |
6,600
| – | – | 0.23% | 88 |
|
|
2021
Q3 | $296K | Buy |
6,600
+1,500
| +29% | +$67.3K | 0.21% | 80 |
|
|
2021
Q2 | $256K | Hold |
5,100
| – | – | 0.22% | 86 |
|
|
2021
Q1 | $278K | Buy |
5,100
+100
| +2% | +$5.45K | 0.22% | 75 |
|
|
2020
Q4 | $255K | Buy |
+5,000
| New | +$255K | 0.23% | 75 |
|