Sandbox Financial Partners’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
3,437
+219
+7% +$20.4K 0.1% 85
2025
Q1
$234K Buy
+3,218
New +$234K 0.08% 99
2024
Q4
Sell
-3,241
Closed -$244K 115
2024
Q3
$244K Sell
3,241
-43
-1% -$3.23K 0.09% 95
2024
Q2
$239K Sell
3,284
-297
-8% -$21.6K 0.09% 89
2024
Q1
$276K Buy
+3,581
New +$276K 0.12% 81
2022
Q4
Sell
-8,443
Closed -$224K 94
2022
Q3
$224K Sell
8,443
-1,379
-14% -$36.6K 0.16% 72
2022
Q2
$201K Sell
9,822
-854
-8% -$17.5K 0.14% 80
2022
Q1
$381K Sell
10,676
-407
-4% -$14.5K 0.22% 53
2021
Q4
$465K Buy
11,083
+790
+8% +$33.1K 0.29% 41
2021
Q3
$461K Sell
10,293
-3,370
-25% -$151K 0.33% 39
2021
Q2
$685K Buy
13,663
+1,899
+16% +$95.2K 0.51% 31
2021
Q1
$683K Buy
11,764
+5,133
+77% +$298K 0.56% 29
2020
Q4
$338K Buy
+6,631
New +$338K 0.31% 47