SFMG 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 | $531K | Buy |
5,688
+16
| +0.3% | +$1.49K | 0.04% | 151 |
|
|
2025
Q1 | $413K | Buy |
5,672
+86
| +2% | +$6.27K | 0.03% | 165 |
|
|
2024
Q4 | $337K | Sell |
5,586
-594
| -10% | -$35.8K | 0.03% | 187 |
|
|
2024
Q3 | $465K | Sell |
6,180
-83
| -1% | -$6.24K | 0.04% | 147 |
|
|
2024
Q2 | $455K | Buy |
6,263
+3
| +0% | +$218 | 0.04% | 153 |
|
|
2024
Q1 | $482K | Sell |
6,260
-4,224
| -40% | -$325K | 0.04% | 148 |
|
|
2023
Q4 | $646K | Sell |
10,484
-4,048
| -28% | -$249K | 0.06% | 113 |
|
|
2023
Q3 | $668K | Sell |
14,532
-1,225
| -8% | -$56.3K | 0.07% | 106 |
|
|
2023
Q2 | $680K | Sell |
15,757
-1,814
| -10% | -$78.3K | 0.07% | 103 |
|
|
2023
Q1 | $557K | Buy |
17,571
+557
| +3% | +$17.7K | 0.06% | 121 |
|
|
2022
Q4 | $421K | Hold |
17,014
| – | – | 0.05% | 149 |
|
|
2022
Q3 | $442K | Sell |
17,014
-97
| -0.6% | -$2.52K | 0.05% | 134 |
|
|
2022
Q2 | $350K | Buy |
17,111
+93
| +0.5% | +$1.9K | 0.04% | 162 |
|
|
2022
Q1 | $607K | Buy |
+17,018
| New | +$607K | 0.06% | 127 |
|