Valmark 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 | $3.1M | Buy |
33,251
+78
| +0.2% | +$7.28K | 0.04% | 161 |
|
|
2025
Q1 | $2.42M | Buy |
33,173
+637
| +2% | +$46.4K | 0.04% | 184 |
|
|
2024
Q4 | $1.96M | Sell |
32,536
-4,739
| -13% | -$286K | 0.03% | 205 |
|
|
2024
Q3 | $2.8M | Sell |
37,275
-4,264
| -10% | -$320K | 0.04% | 149 |
|
|
2024
Q2 | $3.02M | Buy |
41,539
+1,565
| +4% | +$114K | 0.05% | 132 |
|
|
2024
Q1 | $3.08M | Sell |
39,974
-1,275
| -3% | -$98.2K | 0.05% | 129 |
|
|
2023
Q4 | $2.54M | Buy |
41,249
+8,600
| +26% | +$530K | 0.05% | 136 |
|
|
2023
Q3 | $1.5M | Sell |
32,649
-422
| -1% | -$19.4K | 0.03% | 174 |
|
|
2023
Q2 | $1.43M | Buy |
33,071
+279
| +0.9% | +$12K | 0.03% | 184 |
|
|
2023
Q1 | $1.04M | Sell |
32,792
-121
| -0.4% | -$3.84K | 0.02% | 214 |
|
|
2022
Q4 | $814K | Sell |
32,913
-1,086
| -3% | -$26.9K | 0.02% | 238 |
|
|
2022
Q3 | $901K | Sell |
33,999
-49
| -0.1% | -$1.3K | 0.02% | 202 |
|
|
2022
Q2 | $697K | Buy |
34,048
+452
| +1% | +$9.25K | 0.01% | 248 |
|
|
2022
Q1 | $1.2M | Buy |
33,596
+290
| +0.9% | +$10.4K | 0.02% | 185 |
|
|
2021
Q4 | $1.4M | Buy |
33,306
+4,522
| +16% | +$190K | 0.02% | 154 |
|
|
2021
Q3 | $1.29M | Buy |
28,784
+293
| +1% | +$13.1K | 0.02% | 154 |
|
|
2021
Q2 | $1.43M | Sell |
28,491
-7,086
| -20% | -$355K | 0.03% | 144 |
|
|
2021
Q1 | $1.94M | Buy |
35,577
+12,248
| +53% | +$668K | 0.04% | 113 |
|
|
2020
Q4 | $1.19M | Buy |
23,329
+14,670
| +169% | +$748K | 0.02% | 147 |
|
|
2020
Q3 | $316K | Buy |
8,659
+1,546
| +22% | +$56.4K | 0.01% | 226 |
|
|
2020
Q2 | $221K | Buy |
+7,113
| New | +$221K | 0.01% | 252 |
|