Waverly 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 | $2.54M | Buy |
27,172
+268
| +1% | +$25K | 0.03% | 446 |
|
|
2025
Q1 | $1.96M | Buy |
26,904
+4,053
| +18% | +$295K | 0.02% | 481 |
|
|
2024
Q4 | $1.38M | Buy |
22,851
+12,013
| +111% | +$725K | 0.02% | 457 |
|
|
2024
Q3 | $815K | Buy |
10,838
+3,347
| +45% | +$252K | 0.02% | 482 |
|
|
2024
Q2 | $544K | Buy |
+7,491
| New | +$544K | 0.01% | 561 |
|