Realta 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
$364K Sell
3,903
-397
-9% -$37K 0.14% 129
2025
Q1
$313K Sell
4,300
-125
-3% -$9.11K 0.14% 135
2024
Q4
$286K Sell
4,425
-775
-15% -$50.1K 0.12% 150
2024
Q3
$442K Sell
5,200
-19,377
-79% -$1.65M 0.2% 114
2024
Q2
$1.79M Buy
24,577
+4,171
+20% +$303K 0.35% 62
2024
Q1
$1.57M Sell
20,406
-48
-0.2% -$3.7K 0.32% 70
2023
Q4
$1.26M Buy
20,454
+7,732
+61% +$476K 0.28% 88
2023
Q3
$549K Sell
12,722
-750
-6% -$32.4K 0.13% 189
2023
Q2
$582K Buy
13,472
+2,057
+18% +$88.8K 0.13% 190
2023
Q1
$362K Sell
11,415
-32
-0.3% -$1.01K 0.09% 256
2022
Q4
$283K Buy
11,447
+690
+6% +$17.1K 0.07% 305
2022
Q3
$285K Buy
+10,757
New +$285K 0.07% 292
2022
Q2
Sell
-7,795
Closed -$278K 441
2022
Q1
$278K Sell
7,795
-3,649
-32% -$130K 0.06% 314
2021
Q4
$480K Sell
11,444
-3,462
-23% -$145K 0.11% 221
2021
Q3
$668K Buy
14,906
+9,888
+197% +$443K 0.16% 159
2021
Q2
$252K Buy
+5,018
New +$252K 0.06% 328
2020
Q1
Sell
-1,414
Closed -$42K 1317
2019
Q4
$42K Sell
1,414
-575
-29% -$17.1K 0.01% 718
2019
Q3
$61K Buy
1,989
+857
+76% +$26.3K 0.02% 620
2019
Q2
$52K Buy
+1,132
New +$52K 0.01% 664