SOA 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 | $145K | Sell |
1,550
-215
| -12% | -$20.1K | 0.03% | 237 |
|
|
2025
Q1 | $129K | Sell |
1,765
-238
| -12% | -$17.3K | 0.03% | 234 |
|
|
2024
Q4 | $121K | Buy |
2,003
+405
| +25% | +$24.4K | 0.02% | 235 |
|
|
2024
Q3 | $120K | Buy |
1,598
+10
| +0.6% | +$752 | 0.02% | 235 |
|
|
2024
Q2 | $115K | Buy |
1,588
+382
| +32% | +$27.8K | 0.02% | 229 |
|
|
2024
Q1 | $92.9K | Sell |
1,206
-93
| -7% | -$7.16K | 0.02% | 249 |
|
|
2023
Q4 | $80K | Buy |
1,299
+200
| +18% | +$12.3K | 0.02% | 256 |
|
|
2023
Q3 | $50.5K | Buy |
1,099
+400
| +57% | +$18.4K | 0.01% | 284 |
|
|
2023
Q2 | $30.2K | Buy |
699
+400
| +134% | +$17.3K | 0.01% | 354 |
|
|
2023
Q1 | $9.48K | Hold |
299
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $7.39K | Hold |
299
| – | – | ﹤0.01% | 564 |
|
|
2022
Q3 | $7K | Hold |
299
| – | – | ﹤0.01% | 567 |
|
|
2022
Q2 | $6K | Hold |
299
| – | – | ﹤0.01% | 577 |
|
|
2022
Q1 | $10K | Hold |
299
| – | – | ﹤0.01% | 596 |
|
|
2021
Q4 | $12K | Hold |
299
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $13K | Sell |
299
-500
| -63% | -$21.7K | ﹤0.01% | 536 |
|
|
2021
Q2 | $40K | Buy |
799
+500
| +167% | +$25K | 0.01% | 339 |
|
|
2021
Q1 | $16K | Hold |
299
| – | – | ﹤0.01% | 440 |
|
|
2020
Q4 | $18K | Buy |
+299
| New | +$18K | ﹤0.01% | 427 |
|