United Capital 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 | $18.3M | Buy |
196,124
+19,405
| +11% | +$1.81M | 0.15% | 123 |
|
|
2025
Q1 | $12.9M | Buy |
176,719
+118,478
| +203% | +$8.63M | 0.11% | 147 |
|
|
2024
Q4 | $3.51M | Sell |
58,241
-10,314
| -15% | -$622K | 0.03% | 316 |
|
|
2024
Q3 | $5.15M | Buy |
68,555
+3,507
| +5% | +$264K | 0.04% | 257 |
|
|
2024
Q2 | $4.73M | Sell |
65,048
-4,846
| -7% | -$352K | 0.04% | 267 |
|
|
2024
Q1 | $5.38M | Sell |
69,894
-5,277
| -7% | -$406K | 0.04% | 270 |
|
|
2023
Q4 | $4.63M | Sell |
75,171
-38,384
| -34% | -$2.36M | 0.04% | 300 |
|
|
2023
Q3 | $5.22M | Sell |
113,555
-1,330
| -1% | -$61.2K | 0.03% | 293 |
|
|
2023
Q2 | $4.96M | Buy |
114,885
+6,014
| +6% | +$260K | 0.03% | 312 |
|
|
2023
Q1 | $3.45M | Sell |
108,871
-32,959
| -23% | -$1.04M | 0.02% | 365 |
|
|
2022
Q4 | $3.51M | Sell |
141,830
-2,665
| -2% | -$65.9K | 0.02% | 383 |
|
|
2022
Q3 | $3.83M | Buy |
144,495
+3,363
| +2% | +$89.1K | 0.02% | 365 |
|
|
2022
Q2 | $2.89M | Sell |
141,132
-7,008
| -5% | -$143K | 0.02% | 421 |
|
|
2022
Q1 | $5.29M | Sell |
148,140
-11,304
| -7% | -$403K | 0.03% | 359 |
|
|
2021
Q4 | $6.69M | Sell |
159,444
-2,429
| -2% | -$102K | 0.03% | 333 |
|
|
2021
Q3 | $7.25M | Sell |
161,873
-19,418
| -11% | -$870K | 0.04% | 313 |
|
|
2021
Q2 | $9.09M | Buy |
181,291
+4,613
| +3% | +$231K | 0.05% | 288 |
|
|
2021
Q1 | $9.63M | Buy |
176,678
+26,968
| +18% | +$1.47M | 0.05% | 264 |
|
|
2020
Q4 | $7.64M | Buy |
149,710
+143,479
| +2,303% | +$7.32M | 0.05% | 287 |
|
|
2020
Q3 | $227K | Buy |
+6,231
| New | +$227K | ﹤0.01% | 1035 |
|
|
2019
Q3 | – | Sell |
-5,208
| Closed | -$242K | – | 1458 |
|
|
2019
Q2 | $242K | Buy |
+5,208
| New | +$242K | ﹤0.01% | 1279 |
|