Act 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 | $261K | Sell |
2,800
-100
| -3% | -$9.33K | 0.11% | 42 |
|
2025
Q1 | $211K | Buy |
+2,900
| New | +$211K | 0.1% | 43 |
|
2024
Q4 | – | Sell |
-3,017
| Closed | -$227K | – | 52 |
|
2024
Q3 | $227K | Sell |
3,017
-250
| -8% | -$18.8K | 0.1% | 41 |
|
2024
Q2 | $237K | Sell |
3,267
-2,689
| -45% | -$195K | 0.12% | 37 |
|
2024
Q1 | $459K | Sell |
5,956
-400
| -6% | -$30.8K | 0.23% | 21 |
|
2023
Q4 | $391K | Sell |
6,356
-450
| -7% | -$27.7K | 0.21% | 23 |
|
2023
Q3 | $313K | Hold |
6,806
| – | – | 0.21% | 22 |
|
2023
Q2 | $294K | Hold |
6,806
| – | – | 0.17% | 27 |
|
2023
Q1 | $216K | Buy |
+6,806
| New | +$216K | 0.13% | 40 |
|