Sax 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 | $875K | Buy |
9,378
+1,117
| +14% | +$104K | 0.05% | 187 |
|
|
2025
Q1 | $602K | Buy |
8,261
+2,626
| +47% | +$191K | 0.04% | 193 |
|
|
2024
Q4 | $340K | Buy |
5,635
+1,952
| +53% | +$118K | 0.03% | 247 |
|
|
2024
Q3 | $277K | Buy |
+3,683
| New | +$277K | 0.02% | 229 |
|
|
2022
Q3 | – | Sell |
-10,944
| Closed | -$224K | – | 171 |
|
|
2022
Q2 | $224K | Buy |
10,944
+4,502
| +70% | +$92.1K | 0.06% | 150 |
|
|
2022
Q1 | $230K | Hold |
6,442
| – | – | 0.06% | 154 |
|
|
2021
Q4 | $270K | Buy |
6,442
+993
| +18% | +$41.6K | 0.06% | 150 |
|
|
2021
Q3 | $244K | Buy |
+5,449
| New | +$244K | 0.06% | 146 |
|