Opal 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 | $407K | Sell |
4,367
-3,042
| -41% | -$284K | 0.11% | 96 |
|
|
2025
Q1 | $540K | Sell |
7,409
-1,489
| -17% | -$108K | 0.17% | 72 |
|
|
2024
Q4 | $537K | Sell |
8,898
-476
| -5% | -$28.7K | 0.16% | 86 |
|
|
2024
Q3 | $705K | Buy |
9,374
+374
| +4% | +$28.1K | 0.22% | 59 |
|
|
2024
Q2 | $654K | Sell |
9,000
-283
| -3% | -$20.6K | 0.21% | 61 |
|
|
2024
Q1 | $715K | Buy |
9,283
+261
| +3% | +$20.1K | 0.24% | 59 |
|
|
2023
Q4 | $555K | Buy |
9,022
+150
| +2% | +$9.24K | 0.22% | 72 |
|
|
2023
Q3 | $408K | Buy |
8,872
+1,223
| +16% | +$56.2K | 0.24% | 66 |
|
|
2023
Q2 | $330K | Buy |
+7,649
| New | +$330K | 0.16% | 80 |
|
|
2022
Q1 | – | Sell |
-5,088
| Closed | -$213K | – | 132 |
|
|
2021
Q4 | $213K | Sell |
5,088
-37
| -0.7% | -$1.55K | 0.13% | 117 |
|
|
2021
Q3 | $230K | Sell |
5,125
-104
| -2% | -$4.67K | 0.22% | 69 |
|
|
2021
Q2 | $262K | Buy |
5,229
+171
| +3% | +$8.57K | 0.24% | 59 |
|
|
2021
Q1 | $276K | Buy |
5,058
+101
| +2% | +$5.51K | 0.3% | 52 |
|
|
2020
Q4 | $253K | Buy |
+4,957
| New | +$253K | 0.32% | 53 |
|