Ritter Daniher Financial Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Hold |
2,240
| – | – | 0.05% | 92 |
|
2025
Q1 | $163K | Sell |
2,240
-13
| -0.6% | -$947 | 0.04% | 95 |
|
2024
Q4 | $136K | Sell |
2,253
-1
| -0% | -$60 | 0.04% | 103 |
|
2024
Q3 | $169K | Hold |
2,254
| – | – | 0.05% | 88 |
|
2024
Q2 | $164K | Sell |
2,254
-4
| -0.2% | -$291 | 0.05% | 83 |
|
2024
Q1 | $174K | Hold |
2,258
| – | – | 0.06% | 83 |
|
2023
Q4 | $139K | Buy |
2,258
+1,676
| +288% | +$103K | 0.05% | 95 |
|
2023
Q3 | $26.8K | Buy |
582
+560
| +2,545% | +$25.8K | 0.01% | 171 |
|
2023
Q2 | $950 | Hold |
22
| – | – | ﹤0.01% | 304 |
|
2023
Q1 | $698 | Hold |
22
| – | – | ﹤0.01% | 279 |
|
2022
Q4 | $544 | Buy |
+22
| New | +$544 | ﹤0.01% | 272 |
|