WP 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 | $1.54M | Buy |
16,471
+1,378
| +9% | +$129K | 0.42% | 36 |
|
|
2025
Q1 | $1.1M | Buy |
15,093
+683
| +5% | +$49.8K | 0.37% | 49 |
|
|
2024
Q4 | $869K | Buy |
14,410
+1,150
| +9% | +$69.4K | 0.29% | 56 |
|
|
2024
Q3 | $997K | Hold |
13,260
| – | – | 0.36% | 53 |
|
|
2024
Q2 | $964K | Hold |
13,260
| – | – | 0.31% | 57 |
|
|
2024
Q1 | $1.02M | Hold |
13,260
| – | – | 0.33% | 55 |
|
|
2023
Q4 | $816K | Sell |
13,260
-1,100
| -8% | -$67.7K | 0.3% | 56 |
|
|
2023
Q3 | $660K | Sell |
14,360
-400
| -3% | -$18.4K | 0.27% | 60 |
|
|
2023
Q2 | $637K | Sell |
14,760
-2,890
| -16% | -$125K | 0.26% | 62 |
|
|
2023
Q1 | $560K | Sell |
17,650
-3,400
| -16% | -$108K | 0.23% | 66 |
|
|
2022
Q4 | $521K | Sell |
21,050
-22,422
| -52% | -$554K | 0.23% | 68 |
|
|
2022
Q3 | $1.15M | Sell |
43,472
-1,500
| -3% | -$39.8K | 0.52% | 41 |
|
|
2022
Q2 | $920K | Buy |
44,972
+6,500
| +17% | +$133K | 0.4% | 50 |
|
|
2022
Q1 | $1.37M | Buy |
38,472
+4,570
| +13% | +$163K | 0.57% | 41 |
|
|
2021
Q4 | $1.42M | Buy |
33,902
+19,230
| +131% | +$807K | 0.59% | 39 |
|
|
2021
Q3 | $657K | Hold |
14,672
| – | – | 0.27% | 62 |
|
|
2021
Q2 | $735K | Buy |
14,672
+10,700
| +269% | +$536K | 0.31% | 51 |
|
|
2021
Q1 | $217K | Hold |
3,972
| – | – | 0.09% | 90 |
|
|
2020
Q4 | $203K | Buy |
+3,972
| New | +$203K | 0.1% | 86 |
|
|
2020
Q3 | – | Sell |
-12,855
| Closed | -$400K | – | 81 |
|
|
2020
Q2 | $400K | Sell |
12,855
-50
| -0.4% | -$1.56K | 0.28% | 41 |
|
|
2020
Q1 | $360K | Buy |
12,905
+900
| +7% | +$25.1K | 0.35% | 32 |
|
|
2019
Q4 | $357K | Sell |
12,005
-650
| -5% | -$19.3K | 0.37% | 39 |
|
|
2019
Q3 | $386K | Buy |
12,655
+284
| +2% | +$8.66K | 0.44% | 34 |
|
|
2019
Q2 | $574K | Buy |
+12,371
| New | +$574K | 0.64% | 26 |
|