SageView 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
Q2 | $489K | Buy |
5,394
+344
| +7% | +$31.2K | 0.02% | 372 |
|
|
2025
Q1 | $368K | Sell |
5,050
-1,788
| -26% | -$130K | 0.02% | 410 |
|
|
2024
Q4 | $412K | Sell |
6,838
-5,281
| -44% | -$319K | 0.02% | 377 |
|
|
2024
Q3 | $911K | Buy |
12,119
+578
| +5% | +$43.4K | 0.05% | 212 |
|
|
2024
Q2 | $839K | Buy |
+11,541
| New | +$839K | 0.04% | 249 |
|
|
2024
Q1 | – | Sell |
-26,355
| Closed | -$1.76M | – | 842 |
|
|
2023
Q4 | $1.76M | Buy |
26,355
+1,118
| +4% | +$74.7K | 0.08% | 161 |
|
|
2023
Q3 | $1.16M | Buy |
25,237
+781
| +3% | +$35.9K | 0.07% | 185 |
|
|
2023
Q2 | $1.06M | Buy |
24,456
+3,200
| +15% | +$138K | 0.06% | 218 |
|
|
2023
Q1 | $674K | Buy |
+21,256
| New | +$674K | 0.04% | 267 |
|