SFA
Source Financial Advisors’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $49.3M | Sell |
655,901
-294
| -0% | -$22.1K | 14.56% | 1 |
|
|
2024
Q2 | $47.7M | Buy |
656,195
+295
| +0% | +$21.4K | 14.66% | 1 |
|
|
2024
Q1 | $50.5M | Buy |
655,900
+505
| +0.1% | +$38.9K | 15.33% | 1 |
|
|
2023
Q4 | $40.4M | Sell |
655,395
-103,551
| -14% | -$6.38M | 12.52% | 1 |
|
|
2023
Q3 | $34.9M | Sell |
758,946
-11,115
| -1% | -$511K | 11.77% | 1 |
|
|
2023
Q2 | $33.2M | Sell |
770,061
-256,155
| -25% | -$11.1M | 10.91% | 1 |
|
|
2023
Q1 | $32.5M | Sell |
1,026,216
-138,841
| -12% | -$4.4M | 10.9% | 2 |
|
|
2022
Q4 | $28.8M | Sell |
1,165,057
-40,000
| -3% | -$989K | 10.83% | 2 |
|
|
2022
Q3 | $31.9M | Sell |
1,205,057
-82,034
| -6% | -$2.17M | 12.65% | 1 |
|
|
2022
Q2 | $26.3M | Sell |
1,287,091
-215
| -0% | -$4.4K | 10.32% | 2 |
|
|
2022
Q1 | $45.9M | Buy |
1,287,306
+57,214
| +5% | +$2.04M | 13.52% | 1 |
|
|
2021
Q4 | $51.6M | Hold |
1,230,092
| – | – | 13.92% | 2 |
|
|
2021
Q3 | $55.1M | Hold |
1,230,092
| – | – | 14.3% | 1 |
|
|
2021
Q2 | $61.7M | Hold |
1,230,092
| – | – | 15.87% | 1 |
|
|
2021
Q1 | $67.1M | Sell |
1,230,092
-25
| -0% | -$1.36K | 17.89% | 1 |
|
|
2020
Q4 | $62.7M | Buy |
+1,230,117
| New | +$62.7M | 16.95% | 2 |
|