Toth Financial 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 | $453K | Buy |
4,860
+4,000
| +465% | +$373K | 0.05% | 169 |
|
|
2025
Q1 | $62.7K | Buy |
860
+123
| +17% | +$8.96K | 0.01% | 269 |
|
|
2024
Q4 | $44.5K | Sell |
737
-17
| -2% | -$1.03K | 0.01% | 308 |
|
|
2024
Q3 | $56.7K | Sell |
754
-11,912
| -94% | -$895K | 0.01% | 280 |
|
|
2024
Q2 | $921K | Hold |
12,666
| – | – | 0.12% | 125 |
|
|
2024
Q1 | $975K | Sell |
12,666
-3,968
| -24% | -$305K | 0.12% | 126 |
|
|
2023
Q4 | $1.02M | Sell |
16,634
-350
| -2% | -$21.6K | 0.14% | 113 |
|
|
2023
Q3 | $781K | Buy |
16,984
+6,448
| +61% | +$297K | 0.12% | 125 |
|
|
2023
Q2 | $455K | Buy |
10,536
+9,425
| +848% | +$407K | 0.07% | 149 |
|
|
2023
Q1 | $35.2K | Hold |
1,111
| – | – | 0.01% | 314 |
|
|
2022
Q4 | $27.5K | Sell |
1,111
-50
| -4% | -$1.24K | ﹤0.01% | 348 |
|
|
2022
Q3 | $31K | Hold |
1,161
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $24K | Buy |
1,161
+7
| +0.6% | +$145 | ﹤0.01% | 352 |
|
|
2022
Q1 | $41K | Buy |
1,154
+433
| +60% | +$15.4K | 0.01% | 307 |
|
|
2021
Q4 | $30K | Buy |
721
+330
| +84% | +$13.7K | ﹤0.01% | 347 |
|
|
2021
Q3 | $18K | Sell |
391
-35
| -8% | -$1.61K | ﹤0.01% | 413 |
|
|
2021
Q2 | $21K | Sell |
426
-75
| -15% | -$3.7K | ﹤0.01% | 364 |
|
|
2021
Q1 | $27K | Hold |
501
| – | – | ﹤0.01% | 346 |
|
|
2020
Q4 | $26K | Buy |
501
+175
| +54% | +$9.08K | ﹤0.01% | 309 |
|
|
2020
Q3 | $12K | Hold |
326
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $10K | Hold |
326
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $9K | Buy |
326
+200
| +159% | +$5.52K | ﹤0.01% | 283 |
|
|
2019
Q4 | $4K | Hold |
126
| – | – | ﹤0.01% | 368 |
|
|
2019
Q3 | $4K | Hold |
126
| – | – | ﹤0.01% | 363 |
|
|
2019
Q2 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 357 |
|