Plante Moran Financial Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17
| Closed | -$1.03K | – | 979 |
|
|
2024
Q4 | $1.03K | Buy |
+17
| New | +$1.03K | ﹤0.01% | 818 |
|
|
2024
Q3 | – | Sell |
-172
| Closed | -$12.5K | – | 939 |
|
|
2024
Q2 | $12.5K | Hold |
172
| – | – | ﹤0.01% | 553 |
|
|
2024
Q1 | $13.2K | Sell |
172
-115
| -40% | -$8.85K | ﹤0.01% | 566 |
|
|
2023
Q4 | $17.7K | Buy |
+287
| New | +$17.7K | ﹤0.01% | 470 |
|
|
2023
Q3 | – | Sell |
-122
| Closed | -$5.27K | – | 882 |
|
|
2023
Q2 | $5.27K | Buy |
+122
| New | +$5.27K | ﹤0.01% | 634 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 947 |
|
|
2022
Q3 | – | Sell |
-89
| Closed | -$2K | – | 1089 |
|
|
2022
Q2 | $2K | Sell |
89
-106
| -54% | -$2.38K | ﹤0.01% | 851 |
|
|
2022
Q1 | $7K | Sell |
195
-804
| -80% | -$28.9K | ﹤0.01% | 642 |
|
|
2021
Q4 | $42K | Buy |
+999
| New | +$42K | 0.01% | 400 |
|
|
2021
Q2 | – | Sell |
-2,275
| Closed | -$124K | – | 1108 |
|
|
2021
Q1 | $124K | Buy |
+2,275
| New | +$124K | 0.03% | 223 |
|
|
2020
Q4 | – | Sell |
-112
| Closed | -$4K | – | 1026 |
|
|
2020
Q3 | $4K | Sell |
112
-163
| -59% | -$5.82K | ﹤0.01% | 727 |
|
|
2020
Q2 | $9K | Sell |
275
-7,500
| -96% | -$245K | ﹤0.01% | 537 |
|
|
2020
Q1 | $217K | Buy |
7,775
+7,500
| +2,727% | +$209K | 0.1% | 107 |
|
|
2019
Q4 | $8K | Sell |
275
-60
| -18% | -$1.75K | ﹤0.01% | 576 |
|
|
2019
Q3 | $10K | Sell |
335
-241
| -42% | -$7.19K | ﹤0.01% | 599 |
|
|
2019
Q2 | $27K | Buy |
+576
| New | +$27K | 0.01% | 439 |
|