Summit Financial’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
42,114
+6,321
| +18% | +$590K | 0.09% | 192 |
|
|
2025
Q1 | $2.61M | Buy |
35,793
+13,022
| +57% | +$949K | 0.07% | 225 |
|
|
2024
Q4 | $1.37M | Buy |
22,771
+2,075
| +10% | +$125K | 0.05% | 262 |
|
|
2024
Q3 | $1.56M | Buy |
20,696
+1,663
| +9% | +$125K | 0.06% | 200 |
|
|
2024
Q2 | $1.38M | Buy |
19,033
+3,984
| +26% | +$290K | 0.06% | 186 |
|
|
2024
Q1 | $1.16M | Sell |
15,049
-29,847
| -66% | -$2.3M | 0.07% | 171 |
|
|
2023
Q4 | $2.76M | Buy |
44,896
+26,953
| +150% | +$1.66M | 0.18% | 75 |
|
|
2023
Q3 | $825K | Sell |
17,943
-2,370
| -12% | -$109K | 0.06% | 179 |
|
|
2023
Q2 | $877K | Sell |
20,313
-2,921
| -13% | -$126K | 0.06% | 167 |
|
|
2023
Q1 | $737K | Buy |
23,234
+3,979
| +21% | +$126K | 0.06% | 143 |
|
|
2022
Q4 | $476K | Sell |
19,255
-3,867
| -17% | -$95.6K | 0.04% | 173 |
|
|
2022
Q3 | $613K | Sell |
23,122
-5,474
| -19% | -$145K | 0.06% | 150 |
|
|
2022
Q2 | $585K | Sell |
28,596
-2,487
| -8% | -$50.9K | 0.05% | 146 |
|
|
2022
Q1 | $1.11M | Buy |
31,083
+527
| +2% | +$18.8K | 0.09% | 108 |
|
|
2021
Q4 | $1.28M | Sell |
30,556
-6,414
| -17% | -$269K | 0.1% | 90 |
|
|
2021
Q3 | $1.66M | Buy |
36,970
+29,818
| +417% | +$1.34M | 0.14% | 55 |
|
|
2021
Q2 | $358K | Buy |
+7,152
| New | +$358K | 0.04% | 115 |
|