Synergy Financial 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 | $697K | Sell |
7,468
-130
| -2% | -$12.1K | 0.51% | 40 |
|
|
2025
Q1 | $554K | Buy |
7,598
+25
| +0.3% | +$1.82K | 0.5% | 45 |
|
|
2024
Q4 | $457K | Sell |
7,573
-47
| -0.6% | -$2.84K | 0.38% | 51 |
|
|
2024
Q3 | $573K | Sell |
7,620
-126
| -2% | -$9.47K | 0.54% | 37 |
|
|
2024
Q2 | $563K | Buy |
7,746
+25
| +0.3% | +$1.82K | 0.59% | 38 |
|
|
2024
Q1 | $594K | Sell |
7,721
-42
| -0.5% | -$3.23K | 0.67% | 37 |
|
|
2023
Q4 | $478K | Buy |
7,763
+72
| +0.9% | +$4.43K | 0.59% | 41 |
|
|
2023
Q3 | $354K | Buy |
7,691
+196
| +3% | +$9.01K | 0.49% | 47 |
|
|
2023
Q2 | $324K | Hold |
7,495
| – | – | 0.44% | 53 |
|
|
2023
Q1 | $238K | Buy |
+7,495
| New | +$238K | 0.39% | 67 |
|
|
2022
Q4 | – | Sell |
-8,188
| Closed | -$217K | – | 87 |
|
|
2022
Q3 | $217K | Buy |
+8,188
| New | +$217K | 0.33% | 82 |
|
|
2022
Q2 | – | Sell |
-9,105
| Closed | -$325K | – | 94 |
|
|
2022
Q1 | $325K | Hold |
9,105
| – | – | 0.34% | 69 |
|
|
2021
Q4 | $382K | Buy |
+9,105
| New | +$382K | 0.34% | 69 |
|