TCA
Trifecta Capital Advisors’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Buy |
100,921
+6,990
| +7% | +$652K | 1.57% | 19 |
|
|
2025
Q1 | $6.84M | Buy |
93,931
+7,746
| +9% | +$564K | 1.43% | 21 |
|
|
2024
Q4 | $5.2M | Buy |
86,185
+4,245
| +5% | +$256K | 1.03% | 32 |
|
|
2024
Q3 | $6.16M | Buy |
81,940
+2,420
| +3% | +$182K | 1.29% | 23 |
|
|
2024
Q2 | $5.78M | Buy |
79,520
+3,190
| +4% | +$232K | 1.28% | 20 |
|
|
2024
Q1 | $5.88M | Sell |
76,330
-13,850
| -15% | -$1.07M | 1.43% | 19 |
|
|
2023
Q4 | $5.55M | Buy |
90,180
+3,980
| +5% | +$245K | 1.54% | 17 |
|
|
2023
Q3 | $3.96M | Buy |
86,200
+4,030
| +5% | +$185K | 1.27% | 23 |
|
|
2023
Q2 | $3.55M | Sell |
82,170
-2,315
| -3% | -$99.9K | 1.14% | 24 |
|
|
2023
Q1 | $2.68M | Buy |
+84,485
| New | +$2.68M | 0.94% | 31 |
|