Roberts 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 | $425K | Sell |
4,557
-2,892
| -39% | -$270K | 0.12% | 77 |
|
|
2025
Q1 | $543K | Hold |
7,449
| – | – | 0.17% | 76 |
|
|
2024
Q4 | $499K | Buy |
7,449
+525
| +8% | +$35.2K | 0.15% | 74 |
|
|
2024
Q3 | $527K | Buy |
6,924
+41
| +0.6% | +$3.12K | 0.17% | 73 |
|
|
2024
Q2 | $491K | Hold |
6,883
| – | – | 0.17% | 71 |
|
|
2024
Q1 | $505K | Buy |
+6,883
| New | +$505K | 0.19% | 73 |
|