Nicolet 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 | $743K | Buy |
8,545
+478
| +6% | +$41.5K | 0.06% | 159 |
|
|
2025
Q1 | $572K | Buy |
8,067
+1,682
| +26% | +$119K | 0.06% | 179 |
|
|
2024
Q4 | $421K | Buy |
6,385
+725
| +13% | +$47.8K | 0.04% | 232 |
|
|
2024
Q3 | $413K | Buy |
5,660
+199
| +4% | +$14.5K | 0.04% | 234 |
|
|
2024
Q2 | $378K | Buy |
5,461
+631
| +13% | +$43.7K | 0.04% | 243 |
|
|
2024
Q1 | $363K | Sell |
4,830
-108
| -2% | -$8.12K | 0.04% | 235 |
|
|
2023
Q4 | $284K | Sell |
4,938
-662
| -12% | -$38.1K | 0.03% | 253 |
|
|
2023
Q3 | $252K | Buy |
5,600
+495
| +10% | +$22.2K | 0.03% | 254 |
|
|
2023
Q2 | $215K | Buy |
+5,105
| New | +$215K | 0.02% | 287 |
|