Oak Family 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 | $5.7M | Sell |
61,077
-3,214
| -5% | -$300K | 1.8% | 19 |
|
|
2025
Q1 | $4.68M | Buy |
64,291
+5,685
| +10% | +$414K | 1.58% | 21 |
|
|
2024
Q4 | $3.54M | Buy |
+58,606
| New | +$3.54M | 1.28% | 25 |
|
|
2022
Q4 | – | Sell |
-9,407
| Closed | -$249K | – | 115 |
|
|
2022
Q3 | $249K | Sell |
9,407
-1,050
| -10% | -$27.8K | 0.13% | 95 |
|
|
2022
Q2 | $214K | Sell |
10,457
-7,244
| -41% | -$148K | 0.11% | 115 |
|
|
2022
Q1 | $632K | Sell |
17,701
-4,779
| -21% | -$171K | 0.25% | 69 |
|
|
2021
Q4 | $943K | Sell |
22,480
-1,714
| -7% | -$71.9K | 0.35% | 57 |
|
|
2021
Q3 | $1.08M | Sell |
24,194
-6,617
| -21% | -$296K | 0.4% | 48 |
|
|
2021
Q2 | $1.54M | Buy |
30,811
+5,886
| +24% | +$295K | 0.64% | 35 |
|
|
2021
Q1 | $1.36M | Sell |
24,925
-1,181
| -5% | -$64.4K | 0.59% | 36 |
|
|
2020
Q4 | $1.33M | Buy |
+26,106
| New | +$1.33M | 0.69% | 35 |
|