OneDigital Investment 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 | $2.1M | Buy |
22,522
+95
| +0.4% | +$8.86K | 0.02% | 421 |
|
|
2025
Q1 | $1.63M | Sell |
22,427
-2,692
| -11% | -$196K | 0.02% | 454 |
|
|
2024
Q4 | $1.52M | Sell |
25,119
-27,187
| -52% | -$1.64M | 0.02% | 499 |
|
|
2024
Q3 | $3.93M | Sell |
52,306
-2,522
| -5% | -$190K | 0.04% | 290 |
|
|
2024
Q2 | $3.98M | Buy |
54,828
+12,457
| +29% | +$905K | 0.05% | 270 |
|
|
2024
Q1 | $3.26M | Sell |
42,371
-1,766
| -4% | -$136K | 0.05% | 248 |
|
|
2023
Q4 | $2.72M | Buy |
44,137
+3,777
| +9% | +$233K | 0.05% | 261 |
|
|
2023
Q3 | $1.86M | Sell |
40,360
-49
| -0.1% | -$2.25K | 0.04% | 294 |
|
|
2023
Q2 | $1.74M | Sell |
40,409
-20,820
| -34% | -$899K | 0.04% | 302 |
|
|
2023
Q1 | $1.94M | Buy |
61,229
+44,285
| +261% | +$1.4M | 0.05% | 280 |
|
|
2022
Q4 | $419K | Buy |
16,944
+6,783
| +67% | +$168K | 0.01% | 566 |
|
|
2022
Q3 | $269K | Buy |
+10,161
| New | +$269K | 0.01% | 624 |
|
|
2022
Q2 | – | Sell |
-8,574
| Closed | -$306K | – | 785 |
|
|
2022
Q1 | $306K | Buy |
8,574
+1,472
| +21% | +$52.5K | 0.01% | 584 |
|
|
2021
Q4 | $298K | Sell |
7,102
-702
| -9% | -$29.5K | 0.01% | 585 |
|
|
2021
Q3 | $350K | Buy |
7,804
+14
| +0.2% | +$628 | 0.01% | 524 |
|
|
2021
Q2 | $390K | Buy |
7,790
+473
| +6% | +$23.7K | 0.02% | 477 |
|
|
2021
Q1 | $399K | Buy |
7,317
+564
| +8% | +$30.8K | 0.02% | 426 |
|
|
2020
Q4 | $344K | Buy |
6,753
+1,578
| +30% | +$80.4K | 0.02% | 447 |
|
|
2020
Q3 | $189K | Buy |
+5,175
| New | +$189K | 0.01% | 550 |
|
|
2019
Q3 | – | Sell |
-164
| Closed | -$8K | – | 1071 |
|
|
2019
Q2 | $8K | Buy |
+164
| New | +$8K | ﹤0.01% | 979 |
|