Powell 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 | $548K | Buy |
5,875
+500
| +9% | +$46.7K | 0.21% | 69 |
|
|
2025
Q1 | $392K | Buy |
5,375
+600
| +13% | +$43.7K | 0.19% | 68 |
|
|
2024
Q4 | $288K | Hold |
4,775
| – | – | 0.13% | 98 |
|
|
2024
Q3 | $359K | Hold |
4,775
| – | – | 0.17% | 80 |
|
|
2024
Q2 | $347K | Hold |
4,775
| – | – | 0.18% | 77 |
|
|
2024
Q1 | $368K | Hold |
4,775
| – | – | 0.19% | 73 |
|
|
2023
Q4 | $294K | Hold |
4,775
| – | – | 0.16% | 79 |
|
|
2023
Q3 | $220K | Buy |
+4,775
| New | +$220K | 0.13% | 99 |
|