Valley National Advisers’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
9,410
+34
| +0.4% | +$3.17K | 0.14% | 135 |
|
|
2025
Q1 | $683K | Buy |
9,376
+2,658
| +40% | +$194K | 0.12% | 142 |
|
|
2024
Q4 | $405K | Buy |
6,718
+244
| +4% | +$14.7K | 0.07% | 176 |
|
|
2024
Q3 | $486K | Sell |
6,474
-2,508
| -28% | -$188K | 0.09% | 168 |
|
|
2024
Q2 | $652K | Sell |
8,982
-538
| -6% | -$39.1K | 0.1% | 140 |
|
|
2024
Q1 | $732K | Buy |
9,520
+1,833
| +24% | +$141K | 0.11% | 135 |
|
|
2023
Q4 | $473K | Buy |
7,687
+2,872
| +60% | +$177K | 0.08% | 165 |
|
|
2023
Q3 | $221K | Buy |
4,815
+59
| +1% | +$2.71K | 0.04% | 231 |
|
|
2023
Q2 | $206K | Sell |
4,756
-32
| -0.7% | -$1.39K | 0.03% | 238 |
|
|
2023
Q1 | $147K | Buy |
4,788
+2,297
| +92% | +$70.5K | 0.03% | 265 |
|
|
2022
Q4 | $70K | Buy |
2,491
+178
| +8% | +$5K | 0.01% | 342 |
|
|
2022
Q3 | $64K | Buy |
2,313
+92
| +4% | +$2.55K | 0.01% | 346 |
|
|
2022
Q2 | $51K | Buy |
2,221
+79
| +4% | +$1.81K | 0.01% | 354 |
|
|
2022
Q1 | $76K | Hold |
2,142
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $90K | Sell |
2,142
-219
| -9% | -$9.2K | 0.02% | 298 |
|
|
2021
Q3 | $106K | Buy |
2,361
+8
| +0.3% | +$359 | 0.02% | 264 |
|
|
2021
Q2 | $118K | Buy |
2,353
+98
| +4% | +$4.92K | 0.02% | 261 |
|
|
2021
Q1 | $123K | Sell |
2,255
-136
| -6% | -$7.42K | 0.02% | 249 |
|
|
2020
Q4 | $122K | Hold |
2,391
| – | – | 0.03% | 238 |
|
|
2020
Q3 | $87K | Hold |
2,391
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $74K | Hold |
2,391
| – | – | 0.02% | 249 |
|
|
2020
Q1 | $67K | Buy |
2,391
+16
| +0.7% | +$448 | 0.02% | 255 |
|
|
2019
Q4 | $71K | Buy |
2,375
+476
| +25% | +$14.2K | 0.02% | 281 |
|
|
2019
Q3 | $58K | Hold |
1,899
| – | – | 0.02% | 293 |
|
|
2019
Q2 | $88K | Buy |
+1,899
| New | +$88K | 0.02% | 247 |
|