Sequoia Financial 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 | $4.69M | Buy |
50,263
+1,581
| +3% | +$148K | 0.03% | 289 |
|
|
2025
Q1 | $3.55M | Buy |
48,682
+1,278
| +3% | +$93.1K | 0.03% | 325 |
|
|
2024
Q4 | $2.86M | Sell |
47,404
-5,073
| -10% | -$306K | 0.03% | 333 |
|
|
2024
Q3 | $3.94M | Buy |
52,477
+2,307
| +5% | +$173K | 0.04% | 247 |
|
|
2024
Q2 | $3.65M | Sell |
50,170
-85
| -0.2% | -$6.18K | 0.04% | 233 |
|
|
2024
Q1 | $3.87M | Sell |
50,255
-3,760
| -7% | -$289K | 0.05% | 224 |
|
|
2023
Q4 | $3.33M | Sell |
54,015
-1,060
| -2% | -$65.3K | 0.04% | 260 |
|
|
2023
Q3 | $2.53M | Sell |
55,075
-3,982
| -7% | -$183K | 0.04% | 206 |
|
|
2023
Q2 | $2.55M | Buy |
59,057
+32,161
| +120% | +$1.39M | 0.04% | 209 |
|
|
2023
Q1 | $853K | Sell |
26,896
-1,653
| -6% | -$52.4K | 0.02% | 344 |
|
|
2022
Q4 | $706K | Buy |
28,549
+4,321
| +18% | +$107K | 0.02% | 362 |
|
|
2022
Q3 | $642K | Sell |
24,228
-7,126
| -23% | -$189K | 0.02% | 256 |
|
|
2022
Q2 | $642K | Sell |
31,354
-256,717
| -89% | -$5.26M | 0.02% | 289 |
|
|
2022
Q1 | $10.3M | Buy |
288,071
+25,801
| +10% | +$921K | 0.26% | 78 |
|
|
2021
Q4 | $11M | Buy |
262,270
+189,923
| +263% | +$7.96M | 0.3% | 67 |
|
|
2021
Q3 | $3.24M | Sell |
72,347
-80,530
| -53% | -$3.61M | 0.33% | 51 |
|
|
2021
Q2 | $7.66M | Buy |
152,877
+23,715
| +18% | +$1.19M | 0.28% | 65 |
|
|
2021
Q1 | $7.04M | Buy |
129,162
+13,621
| +12% | +$743K | 0.29% | 52 |
|
|
2020
Q4 | $5.89M | Buy |
115,541
+5,420
| +5% | +$276K | 0.27% | 55 |
|
|
2020
Q3 | $4.02M | Buy |
110,121
+103,365
| +1,530% | +$3.77M | 0.21% | 63 |
|
|
2020
Q2 | $210K | Buy |
+6,756
| New | +$210K | 0.01% | 338 |
|
|
2019
Q3 | – | Sell |
-5,605
| Closed | -$260K | – | 392 |
|
|
2019
Q2 | $260K | Buy |
+5,605
| New | +$260K | 0.02% | 302 |
|