Steward Partners Investment Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34.4M | Buy |
368,939
+211,586
| +134% | +$19.7M | 0.27% | 71 |
|
2025
Q1 | $11.5M | Buy |
157,353
+32,495
| +26% | +$2.37M | 0.1% | 201 |
|
2024
Q4 | $7.53M | Buy |
124,858
+18,735
| +18% | +$1.13M | 0.07% | 283 |
|
2024
Q3 | $7.98M | Sell |
106,123
-8,708
| -8% | -$654K | 0.07% | 263 |
|
2024
Q2 | $8.35M | Buy |
114,831
+8,182
| +8% | +$595K | 0.09% | 231 |
|
2024
Q1 | $8.21M | Buy |
106,649
+51,443
| +93% | +$3.96M | 0.09% | 238 |
|
2023
Q4 | $3.4M | Sell |
55,206
-10,613
| -16% | -$653K | 0.05% | 369 |
|
2023
Q3 | $3.03M | Buy |
65,819
+15,112
| +30% | +$695K | 0.05% | 365 |
|
2023
Q2 | $2.19M | Sell |
50,707
-2,804
| -5% | -$121K | 0.03% | 458 |
|
2023
Q1 | $1.7M | Buy |
53,511
+2,312
| +5% | +$73.3K | 0.03% | 512 |
|
2022
Q4 | $1.27M | Sell |
51,199
-1,039
| -2% | -$25.7K | 0.02% | 592 |
|
2022
Q3 | $1.38M | Sell |
52,238
-6,563
| -11% | -$174K | 0.03% | 535 |
|
2022
Q2 | $1.2M | Buy |
58,801
+15,914
| +37% | +$326K | 0.02% | 579 |
|
2022
Q1 | $1.53M | Buy |
42,887
+14,364
| +50% | +$512K | 0.02% | 561 |
|
2021
Q4 | $1.2M | Buy |
28,523
+5,840
| +26% | +$245K | 0.02% | 637 |
|
2021
Q3 | $1.02M | Sell |
22,683
-40,314
| -64% | -$1.81M | 0.02% | 658 |
|
2021
Q2 | $3.16M | Buy |
62,997
+39,510
| +168% | +$1.98M | 0.05% | 340 |
|
2021
Q1 | $1.28M | Buy |
23,487
+9,471
| +68% | +$516K | 0.02% | 564 |
|
2020
Q4 | $715K | Buy |
14,016
+1,450
| +12% | +$74K | 0.02% | 661 |
|
2020
Q3 | $458K | Sell |
12,566
-4,764
| -27% | -$174K | 0.01% | 698 |
|
2020
Q2 | $539K | Buy |
17,330
+9,578
| +124% | +$298K | 0.02% | 608 |
|
2020
Q1 | $216K | Buy |
7,752
+2,289
| +42% | +$63.8K | 0.01% | 766 |
|
2019
Q4 | $162K | Sell |
5,463
-1,445
| -21% | -$42.9K | ﹤0.01% | 948 |
|
2019
Q3 | $210K | Buy |
6,908
+249
| +4% | +$7.57K | 0.01% | 832 |
|
2019
Q2 | $308K | Buy |
+6,659
| New | +$308K | 0.01% | 682 |
|