Phoenix Financial’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
108,498
+10,863
| +11% | +$1.01M | 0.13% | 87 |
|
|
2025
Q1 | $7.12M | Buy |
97,635
+30,122
| +45% | +$2.2M | 0.11% | 110 |
|
|
2024
Q4 | $4.07M | Sell |
67,513
-1,894
| -3% | -$114K | 0.06% | 151 |
|
|
2024
Q3 | $5.22M | Sell |
69,407
-826
| -1% | -$62.1K | 0.08% | 134 |
|
|
2024
Q2 | $5.08M | Buy |
70,233
+1,745
| +3% | +$126K | 0.08% | 135 |
|
|
2024
Q1 | $5.27M | Sell |
68,488
-7,121
| -9% | -$548K | 0.07% | 132 |
|
|
2023
Q4 | $4.69M | Buy |
75,609
+21,187
| +39% | +$1.31M | 0.08% | 118 |
|
|
2023
Q3 | $2.5M | Sell |
54,422
-3,447
| -6% | -$159K | 0.05% | 161 |
|
|
2023
Q2 | $2.5M | Buy |
57,869
+3,401
| +6% | +$147K | 0.05% | 136 |
|
|
2023
Q1 | $1.73M | Buy |
54,468
+5,757
| +12% | +$182K | 0.04% | 154 |
|
|
2022
Q4 | $1.2M | Sell |
48,711
-15,287
| -24% | -$378K | 0.02% | 165 |
|
|
2022
Q3 | $1.7M | Buy |
63,998
+18,494
| +41% | +$492K | 0.04% | 158 |
|
|
2022
Q2 | $945K | Sell |
45,504
-957,772
| -95% | -$19.9M | 0.02% | 218 |
|
|
2022
Q1 | $35.8M | Sell |
1,003,276
-4,280
| -0.4% | -$153K | 0.6% | 52 |
|
|
2021
Q4 | $42.3M | Buy |
1,007,556
+248,474
| +33% | +$10.4M | 0.7% | 50 |
|
|
2021
Q3 | $34M | Buy |
759,082
+315,513
| +71% | +$14.1M | 0.59% | 55 |
|
|
2021
Q2 | $22.2M | Buy |
443,569
+9,606
| +2% | +$482K | 0.42% | 82 |
|
|
2021
Q1 | $23.6M | Buy |
433,963
+16,774
| +4% | +$914K | 0.53% | 63 |
|
|
2020
Q4 | $21.3M | Sell |
417,189
-93,291
| -18% | -$4.75M | 0.57% | 71 |
|
|
2020
Q3 | $17.5M | Buy |
+510,480
| New | +$17.5M | 0.73% | 51 |
|