Source Financial Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $49.3M | Sell |
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|
2024
Q2 | $47.7M | Buy |
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|
2024
Q1 | $50.5M | Buy |
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|
2023
Q4 | $40.4M | Sell |
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|
2023
Q3 | $34.9M | Sell |
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|
2023
Q2 | $33.2M | Sell |
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|
2023
Q1 | $32.5M | Sell |
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|
2022
Q4 | $28.8M | Sell |
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|
2022
Q3 | $31.9M | Sell |
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|
2022
Q2 | $26.3M | Sell |
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|
2022
Q1 | $45.9M | Buy |
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|
2021
Q4 | $51.6M | Hold |
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|
2021
Q3 | $55.1M | Hold |
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|
2021
Q2 | $61.7M | Hold |
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|
2021
Q1 | $67.1M | Sell |
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|
2020
Q4 | $62.7M | Buy |
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