Provenance Wealth 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 | $84.3K | Sell |
903
-600
| -40% | -$56K | 0.01% | 174 |
|
2025
Q1 | $110K | Hold |
1,503
| – | – | 0.02% | 175 |
|
2024
Q4 | $90.7K | Hold |
1,503
| – | – | 0.01% | 193 |
|
2024
Q3 | $113K | Hold |
1,503
| – | – | 0.01% | 179 |
|
2024
Q2 | $109K | Hold |
1,503
| – | – | 0.02% | 169 |
|
2024
Q1 | $116K | Buy |
1,503
+220
| +17% | +$16.9K | 0.02% | 174 |
|
2023
Q4 | $79K | Buy |
1,283
+295
| +30% | +$18.2K | 0.01% | 178 |
|
2023
Q3 | $45.4K | Buy |
+988
| New | +$45.4K | 0.01% | 183 |
|