Orion Portfolio Solutions’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.47M | Buy |
61,335
+16,137
| +36% | +$1.18M | 0.04% | 376 |
|
|
2024
Q4 | $2.73M | Buy |
45,198
+5,563
| +14% | +$336K | 0.03% | 548 |
|
|
2024
Q3 | $2.98M | Buy |
39,635
+3,981
| +11% | +$299K | 0.03% | 511 |
|
|
2024
Q2 | $2.59M | Buy |
35,654
+10,438
| +41% | +$759K | 0.03% | 527 |
|
|
2024
Q1 | $1.94M | Buy |
25,216
+4,024
| +19% | +$310K | 0.02% | 673 |
|
|
2023
Q4 | $1.25M | Buy |
21,192
+3,551
| +20% | +$210K | 0.01% | 844 |
|
|
2023
Q3 | $811K | Buy |
17,641
+3,173
| +22% | +$146K | 0.01% | 1019 |
|
|
2023
Q2 | $625K | Buy |
14,468
+7,400
| +105% | +$319K | 0.01% | 1137 |
|
|
2023
Q1 | $224K | Sell |
7,068
-6,046
| -46% | -$192K | ﹤0.01% | 1464 |
|
|
2022
Q4 | $324K | Buy |
13,114
+2,663
| +25% | +$65.9K | 0.01% | 642 |
|
|
2022
Q3 | $277K | Buy |
+10,451
| New | +$277K | 0.01% | 605 |
|
|
2022
Q2 | – | Sell |
-10,419
| Closed | -$372K | – | 744 |
|
|
2022
Q1 | $372K | Buy |
10,419
+1,213
| +13% | +$43.3K | 0.01% | 512 |
|
|
2021
Q4 | $386K | Buy |
9,206
+548
| +6% | +$23K | 0.01% | 503 |
|
|
2021
Q3 | $388K | Buy |
8,658
+1,310
| +18% | +$58.7K | 0.01% | 457 |
|
|
2021
Q2 | $368K | Buy |
7,348
+1,110
| +18% | +$55.6K | 0.01% | 427 |
|
|
2021
Q1 | $340K | Buy |
6,238
+692
| +12% | +$37.7K | 0.01% | 402 |
|
|
2020
Q4 | $283K | Buy |
+5,546
| New | +$283K | 0.01% | 407 |
|
|
2020
Q3 | – | Sell |
-271
| Closed | -$8K | – | 1934 |
|
|
2020
Q2 | $8K | Sell |
271
-3,287
| -92% | -$97K | ﹤0.01% | 1305 |
|
|
2020
Q1 | $99K | Buy |
3,558
+3,376
| +1,855% | +$93.9K | 0.01% | 447 |
|
|
2019
Q4 | $5K | Buy |
+182
| New | +$5K | ﹤0.01% | 1281 |
|