Trek 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 | $520K | Sell |
5,571
-329
| -6% | -$30.7K | 0.03% | 264 |
|
|
2025
Q1 | $430K | Buy |
5,900
+211
| +4% | +$15.4K | 0.03% | 258 |
|
|
2024
Q4 | $343K | Buy |
+5,689
| New | +$343K | 0.03% | 305 |
|
|
2024
Q2 | – | Sell |
-3,740
| Closed | -$288K | – | 460 |
|
|
2024
Q1 | $288K | Buy |
+3,740
| New | +$288K | 0.02% | 315 |
|
|
2022
Q1 | – | Sell |
-5,920
| Closed | -$248K | – | 272 |
|
|
2021
Q4 | $248K | Buy |
5,920
+759
| +15% | +$31.8K | 0.02% | 179 |
|
|
2021
Q3 | $231K | Buy |
5,161
+1,110
| +27% | +$49.7K | 0.02% | 182 |
|
|
2021
Q2 | $203K | Buy |
+4,051
| New | +$203K | 0.02% | 209 |
|