PFW 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 | $351K | Buy |
3,762
+57
| +2% | +$5.32K | 0.11% | 99 |
|
|
2025
Q1 | $270K | Buy |
3,705
+29
| +0.8% | +$2.11K | 0.08% | 101 |
|
|
2024
Q4 | $222K | Buy |
+3,676
| New | +$222K | 0.07% | 113 |
|
|
2024
Q2 | $290K | Sell |
3,987
-117
| -3% | -$8.5K | 0.09% | 103 |
|
|
2024
Q1 | $316K | Buy |
4,104
+57
| +1% | +$4.39K | 0.1% | 101 |
|
|
2023
Q4 | $249K | Sell |
4,047
-639
| -14% | -$39.3K | 0.08% | 107 |
|
|
2023
Q3 | $216K | Hold |
4,686
| – | – | 0.08% | 112 |
|
|
2023
Q2 | $205K | Buy |
+4,686
| New | +$205K | 0.07% | 116 |
|
|
2019
Q3 | $284K | Buy |
+3,780
| New | +$284K | 0.09% | 104 |
|