Private Advisory Group’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 |
-13,719
| Closed | -$828K | – | 234 |
|
|
2024
Q4 | $828K | Buy |
13,719
+1,343
| +11% | +$81K | 0.09% | 130 |
|
|
2024
Q3 | $930K | Buy |
+12,376
| New | +$930K | 0.11% | 124 |
|
|
2024
Q2 | – | Sell |
-37,115
| Closed | -$2.86M | – | 206 |
|
|
2024
Q1 | $2.86M | Buy |
37,115
+23,929
| +181% | +$1.84M | 0.41% | 70 |
|
|
2023
Q4 | $812K | Sell |
13,186
-1,109
| -8% | -$68.3K | 0.14% | 114 |
|
|
2023
Q3 | $657K | Buy |
+14,295
| New | +$657K | 0.13% | 123 |
|