Stonegate Investment Group’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
6,260
-1,310
| -17% | -$122K | 0.01% | 227 |
|
|
2025
Q1 | $552K | Sell |
7,570
-704
| -9% | -$51.3K | 0.01% | 204 |
|
|
2024
Q4 | $499K | Sell |
8,274
-4,103
| -33% | -$248K | 0.01% | 214 |
|
|
2024
Q3 | $930K | Buy |
12,377
+460
| +4% | +$34.6K | 0.02% | 172 |
|
|
2024
Q2 | $866K | Buy |
11,917
+4,352
| +58% | +$316K | 0.03% | 176 |
|
|
2024
Q1 | $582K | Sell |
7,565
-107
| -1% | -$8.24K | 0.02% | 204 |
|
|
2023
Q4 | $472K | Buy |
7,672
+719
| +10% | +$44.3K | 0.02% | 210 |
|
|
2023
Q3 | $320K | Buy |
+6,953
| New | +$320K | 0.01% | 233 |
|
|
2022
Q3 | – | Sell |
-13,278
| Closed | -$272K | – | 333 |
|
|
2022
Q2 | $272K | Sell |
13,278
-20,403
| -61% | -$418K | 0.01% | 237 |
|
|
2022
Q1 | $1.2M | Buy |
33,681
+477
| +1% | +$17K | 0.04% | 121 |
|
|
2021
Q4 | $1.39M | Buy |
+33,204
| New | +$1.39M | 0.06% | 117 |
|