Accel Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
+2,904
| New | +$271K | 0.09% | 204 |
|
|
2023
Q2 | – | Sell |
-1,165
| Closed | -$36.9K | – | 817 |
|
|
2023
Q1 | $36.9K | Sell |
1,165
-50
| -4% | -$1.59K | 0.02% | 550 |
|
|
2022
Q4 | $30K | Sell |
1,215
-1,000
| -45% | -$24.7K | 0.01% | 454 |
|
|
2022
Q3 | $65K | Hold |
2,215
| – | – | 0.03% | 322 |
|
|
2022
Q2 | $48K | Buy |
2,215
+200
| +10% | +$4.33K | 0.03% | 357 |
|
|
2022
Q1 | $72K | Buy |
2,015
+310
| +18% | +$11.1K | 0.04% | 300 |
|
|
2021
Q4 | $71K | Buy |
1,705
+1,200
| +238% | +$50K | 0.03% | 319 |
|
|
2021
Q3 | $23K | Buy |
+505
| New | +$23K | 0.01% | 474 |
|