United Asset Strategies’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,199
| New | +$205K | 0.02% | 236 |
|
|
2024
Q4 | – | Sell |
-2,976
| Closed | -$224K | – | 245 |
|
|
2024
Q3 | $224K | Hold |
2,976
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $216K | Buy |
2,976
+75
| +3% | +$5.45K | 0.02% | 216 |
|
|
2024
Q1 | $223K | Buy |
+2,901
| New | +$223K | 0.02% | 220 |
|
|
2023
Q4 | – | Sell |
-6,141
| Closed | -$282K | – | 252 |
|
|
2023
Q3 | $282K | Buy |
6,141
+361
| +6% | +$16.6K | 0.04% | 202 |
|
|
2023
Q2 | $250K | Buy |
+5,780
| New | +$250K | 0.03% | 208 |
|
|
2022
Q2 | – | Sell |
-5,861
| Closed | -$209K | – | 227 |
|
|
2022
Q1 | $209K | Buy |
5,861
+315
| +6% | +$11.2K | 0.03% | 197 |
|
|
2021
Q4 | $233K | Sell |
5,546
-222
| -4% | -$9.33K | 0.03% | 187 |
|
|
2021
Q3 | $258K | Sell |
5,768
-821
| -12% | -$36.7K | 0.03% | 181 |
|
|
2021
Q2 | $330K | Buy |
6,589
+741
| +13% | +$37.1K | 0.04% | 171 |
|
|
2021
Q1 | $319K | Buy |
5,848
+329
| +6% | +$17.9K | 0.05% | 171 |
|
|
2020
Q4 | $281K | Sell |
5,519
-4,834
| -47% | -$246K | 0.04% | 177 |
|
|
2020
Q3 | $378K | Hold |
10,353
| – | – | 0.07% | 153 |
|
|
2020
Q2 | $322K | Hold |
10,353
| – | – | 0.06% | 149 |
|
|
2020
Q1 | $289K | Buy |
+10,353
| New | +$289K | 0.07% | 150 |
|