Schechter Investment Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.43M | Buy |
19,577
+7,117
| +57% | +$519K | 0.12% | 174 |
|
2024
Q4 | $752K | Sell |
12,460
-11,202
| -47% | -$676K | 0.06% | 292 |
|
2024
Q3 | $1.78M | Buy |
23,662
+5,891
| +33% | +$443K | 0.13% | 152 |
|
2024
Q2 | $1.29M | Buy |
17,771
+2,227
| +14% | +$162K | 0.1% | 187 |
|
2024
Q1 | $1.2M | Sell |
15,544
-1,227
| -7% | -$94.5K | 0.09% | 209 |
|
2023
Q4 | $1.03M | Buy |
16,771
+7,134
| +74% | +$439K | 0.09% | 224 |
|
2023
Q3 | $443K | Buy |
9,637
+4,040
| +72% | +$186K | 0.04% | 369 |
|
2023
Q2 | $242K | Buy |
+5,597
| New | +$242K | 0.02% | 540 |
|