Transamerica Financial Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
51,587
-2,150
| -4% | -$201K | 0.45% | 54 |
|
|
2025
Q1 | $3.92M | Buy |
+53,737
| New | +$3.92M | 0.4% | 62 |
|
|
2024
Q1 | – | Sell |
-23
| Closed | -$2K | – | 691 |
|
|
2023
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 373 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1K | – | 705 |
|
|
2022
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 652 |
|