Valeo 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 | $4.56M | Sell |
48,904
-9,657
| -16% | -$901K | 0.11% | 96 |
|
|
2025
Q1 | $3.51M | Buy |
58,561
+19,054
| +48% | +$1.14M | 0.1% | 96 |
|
|
2024
Q4 | $1.76M | Buy |
39,507
+13,872
| +54% | +$617K | 0.05% | 165 |
|
|
2024
Q3 | $1.93M | Sell |
25,635
-152
| -0.6% | -$11.4K | 0.05% | 157 |
|
|
2024
Q2 | $1.87M | Buy |
25,787
+1,220
| +5% | +$88.7K | 0.06% | 153 |
|
|
2024
Q1 | $1.7M | Buy |
24,567
+3,978
| +19% | +$276K | 0.06% | 162 |
|
|
2023
Q4 | $1.27M | Sell |
20,589
-2,335
| -10% | -$144K | 0.05% | 193 |
|
|
2023
Q3 | $1.05M | Buy |
22,924
+3,228
| +16% | +$148K | 0.05% | 198 |
|
|
2023
Q2 | $850K | Sell |
19,696
-2,829
| -13% | -$122K | 0.04% | 225 |
|
|
2023
Q1 | $714K | Buy |
22,525
+1,491
| +7% | +$47.3K | 0.03% | 266 |
|
|
2022
Q4 | $520K | Sell |
21,034
-26,692
| -56% | -$660K | 0.03% | 280 |
|
|
2022
Q3 | $1.27M | Sell |
47,726
-1,189
| -2% | -$31.5K | 0.08% | 147 |
|
|
2022
Q2 | $1M | Buy |
48,915
+13,369
| +38% | +$274K | 0.06% | 162 |
|
|
2022
Q1 | $1.27M | Buy |
35,546
+1,987
| +6% | +$70.9K | 0.06% | 169 |
|
|
2021
Q4 | $1.41M | Buy |
33,559
+1,666
| +5% | +$69.8K | 0.08% | 142 |
|
|
2021
Q3 | $1.43M | Buy |
31,893
+19,391
| +155% | +$869K | 0.08% | 138 |
|
|
2021
Q2 | $627K | Buy |
12,502
+2,278
| +22% | +$114K | 0.04% | 218 |
|
|
2021
Q1 | $557K | Buy |
10,224
+197
| +2% | +$10.7K | 0.03% | 252 |
|
|
2020
Q4 | $511K | Buy |
10,027
+2,579
| +35% | +$131K | 0.03% | 239 |
|
|
2020
Q3 | $272K | Sell |
7,448
-1,463
| -16% | -$53.4K | 0.02% | 263 |
|
|
2020
Q2 | $277K | Buy |
8,911
+689
| +8% | +$21.4K | 0.03% | 262 |
|
|
2020
Q1 | $223K | Buy |
8,222
+3,175
| +63% | +$86.1K | 0.02% | 274 |
|
|
2019
Q4 | $150K | Buy |
5,047
+1,169
| +30% | +$34.7K | 0.01% | 376 |
|
|
2019
Q3 | $118K | Buy |
+3,878
| New | +$118K | 0.01% | 396 |
|