Accretive Wealth Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
22,145
+71
| +0.3% | +$6.62K | 0.68% | 47 |
|
|
2025
Q1 | $1.89M | Buy |
22,074
+1,624
| +8% | +$139K | 0.67% | 50 |
|
|
2024
Q4 | $1.23M | Sell |
20,450
-433
| -2% | -$26.1K | 0.52% | 64 |
|
|
2024
Q3 | $1.57M | Sell |
20,883
-1,462
| -7% | -$110K | 0.66% | 52 |
|
|
2024
Q2 | $1.62M | Sell |
22,345
-162
| -0.7% | -$11.8K | 0.68% | 44 |
|
|
2024
Q1 | $1.56M | Sell |
22,507
-623
| -3% | -$43.1K | 0.69% | 46 |
|
|
2023
Q4 | $1.42M | Sell |
23,130
-375
| -2% | -$23.1K | 0.68% | 53 |
|
|
2023
Q3 | $1.08M | Buy |
23,505
+156
| +0.7% | +$7.17K | 0.64% | 51 |
|
|
2023
Q2 | $1.01M | Buy |
23,349
+1,106
| +5% | +$47.7K | 0.6% | 55 |
|
|
2023
Q1 | $705K | Buy |
22,243
+553
| +3% | +$17.5K | 0.45% | 74 |
|
|
2022
Q4 | $536K | Buy |
21,690
+628
| +3% | +$15.5K | 0.37% | 81 |
|
|
2022
Q3 | $558K | Buy |
21,062
+2,857
| +16% | +$75.7K | 0.43% | 79 |
|
|
2022
Q2 | $372K | Sell |
18,205
-2,454
| -12% | -$50.1K | 0.27% | 91 |
|
|
2022
Q1 | $737K | Buy |
20,659
+732
| +4% | +$26.1K | 0.46% | 77 |
|
|
2021
Q4 | $836K | Buy |
19,927
+2,646
| +15% | +$111K | 0.53% | 77 |
|
|
2021
Q3 | $774K | Buy |
17,281
+960
| +6% | +$43K | 0.55% | 73 |
|
|
2021
Q2 | $818K | Buy |
16,321
+1,410
| +9% | +$70.7K | 0.59% | 71 |
|
|
2021
Q1 | $813K | Buy |
14,911
+361
| +2% | +$19.7K | 0.73% | 63 |
|
|
2020
Q4 | $742K | Buy |
+14,550
| New | +$742K | 0.73% | 55 |
|