New Insight 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 | $730K | Sell |
7,820
-837
| -10% | -$78.1K | 0.3% | 50 |
|
|
2025
Q1 | $631K | Sell |
8,657
-903
| -9% | -$65.8K | 0.29% | 51 |
|
|
2024
Q4 | $577K | Sell |
9,560
-338
| -3% | -$20.4K | 0.29% | 48 |
|
|
2024
Q3 | $744K | Sell |
9,898
-1,220
| -11% | -$91.7K | 0.39% | 39 |
|
|
2024
Q2 | $808K | Sell |
11,118
-5,488
| -33% | -$399K | 0.48% | 37 |
|
|
2024
Q1 | $1.28M | Sell |
16,606
-617
| -4% | -$47.5K | 0.8% | 27 |
|
|
2023
Q4 | $1.06M | Buy |
+17,223
| New | +$1.06M | 0.71% | 28 |
|