Sweet Financial Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.34M | Sell |
17,802
-125
| -0.7% | -$9.4K | 0.29% | 72 |
|
|
2024
Q2 | $1.3M | Buy |
17,927
+12,734
| +245% | +$926K | 0.3% | 70 |
|
|
2024
Q1 | $400K | Sell |
5,193
-3,401
| -40% | -$262K | 0.09% | 136 |
|
|
2023
Q4 | $529K | Hold |
8,594
| – | – | 0.13% | 116 |
|
|
2023
Q3 | $395K | Buy |
8,594
+70
| +0.8% | +$3.22K | 0.1% | 123 |
|
|
2023
Q2 | $368K | Hold |
8,524
| – | – | 0.1% | 127 |
|
|
2023
Q1 | $270K | Sell |
8,524
-160
| -2% | -$5.07K | 0.07% | 149 |
|
|
2022
Q4 | $215K | Sell |
8,684
-6,255
| -42% | -$155K | 0.06% | 160 |
|
|
2022
Q3 | $396K | Hold |
14,939
| – | – | 0.13% | 108 |
|
|
2022
Q2 | $306K | Sell |
14,939
-3,210
| -18% | -$65.8K | 0.1% | 126 |
|
|
2022
Q1 | $648K | Buy |
18,149
+794
| +5% | +$28.3K | 0.17% | 74 |
|
|
2021
Q4 | $728K | Buy |
+17,355
| New | +$728K | 0.3% | 48 |
|