Optimum 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 | $532K | Buy |
5,701
+5,456
| +2,227% | +$509K | 0.23% | 87 |
|
|
2025
Q1 | $17.9K | Hold |
245
| – | – | 0.01% | 451 |
|
|
2024
Q4 | $14.8K | Hold |
245
| – | – | 0.01% | 467 |
|
|
2024
Q3 | $18.4K | Buy |
245
+65
| +36% | +$4.89K | 0.01% | 458 |
|
|
2024
Q2 | $13.1K | Hold |
180
| – | – | 0.01% | 497 |
|
|
2024
Q1 | $13.9K | Hold |
180
| – | – | 0.01% | 491 |
|
|
2023
Q4 | $11.1K | Hold |
180
| – | – | 0.01% | 503 |
|
|
2023
Q3 | $8.28K | Hold |
180
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $7.77K | Hold |
180
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $5.71K | Sell |
180
-200
| -53% | -$6.34K | ﹤0.01% | 613 |
|
|
2022
Q4 | $9.4K | Sell |
380
-60
| -14% | -$1.48K | 0.01% | 573 |
|
|
2022
Q3 | $12K | Hold |
440
| – | – | 0.01% | 566 |
|
|
2022
Q2 | $9K | Sell |
440
-600
| -58% | -$12.3K | ﹤0.01% | 620 |
|
|
2022
Q1 | $37K | Sell |
1,040
-565
| -35% | -$20.1K | 0.02% | 491 |
|
|
2021
Q4 | $67K | Hold |
1,605
| – | – | 0.03% | 406 |
|
|
2021
Q3 | $72K | Sell |
1,605
-623
| -28% | -$27.9K | 0.03% | 393 |
|
|
2021
Q2 | $112K | Buy |
2,228
+803
| +56% | +$40.4K | 0.03% | 360 |
|
|
2021
Q1 | $78K | Buy |
1,425
+425
| +43% | +$23.3K | 0.02% | 417 |
|
|
2020
Q4 | $51K | Buy |
1,000
+800
| +400% | +$40.8K | 0.02% | 476 |
|
|
2020
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 737 |
|
|
2020
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 742 |
|
|
2020
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 742 |
|