AE 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 | $25.6M | Buy |
274,662
+121,233
| +79% | +$11.3M | 0.19% | 123 |
|
|
2025
Q1 | $11.2M | Buy |
153,429
+2,495
| +2% | +$182K | 0.09% | 223 |
|
|
2024
Q4 | $9.1M | Buy |
150,934
+16,698
| +12% | +$1.01M | 0.08% | 248 |
|
|
2024
Q3 | $10.1M | Buy |
134,236
+8,801
| +7% | +$661K | 0.09% | 238 |
|
|
2024
Q2 | $9.12M | Buy |
125,435
+25,692
| +26% | +$1.87M | 0.09% | 235 |
|
|
2024
Q1 | $7.68M | Sell |
99,743
-34,274
| -26% | -$2.64M | 0.09% | 244 |
|
|
2023
Q4 | $8.78M | Buy |
134,017
+50,161
| +60% | +$3.29M | 0.04% | 427 |
|
|
2023
Q3 | $3.86M | Sell |
83,856
-8,411
| -9% | -$387K | 0.02% | 618 |
|
|
2023
Q2 | $3.98M | Buy |
92,267
+7,869
| +9% | +$340K | 0.02% | 613 |
|
|
2023
Q1 | $2.68M | Buy |
84,398
+29,903
| +55% | +$948K | 0.02% | 693 |
|
|
2022
Q4 | $1.35M | Sell |
54,495
-20,582
| -27% | -$509K | 0.01% | 877 |
|
|
2022
Q3 | $1.99M | Buy |
75,077
+11,507
| +18% | +$305K | 0.02% | 704 |
|
|
2022
Q2 | $1.3M | Buy |
63,570
+17,706
| +39% | +$362K | 0.01% | 804 |
|
|
2022
Q1 | $1.64M | Sell |
45,864
-22,618
| -33% | -$807K | 0.01% | 750 |
|
|
2021
Q4 | $2.87M | Buy |
68,482
+39,643
| +137% | +$1.66M | 0.02% | 586 |
|
|
2021
Q3 | $1.29M | Sell |
28,839
-7,030
| -20% | -$315K | 0.01% | 787 |
|
|
2021
Q2 | $1.8M | Buy |
35,869
+12,633
| +54% | +$633K | 0.02% | 670 |
|
|
2021
Q1 | $1.27M | Buy |
23,236
+4,676
| +25% | +$255K | 0.01% | 698 |
|
|
2020
Q4 | $947K | Sell |
18,560
-470
| -2% | -$24K | 0.01% | 721 |
|
|
2020
Q3 | $694K | Buy |
19,030
+7,495
| +65% | +$273K | 0.01% | 743 |
|
|
2020
Q2 | $359K | Buy |
11,535
+4,041
| +54% | +$126K | 0.01% | 970 |
|
|
2020
Q1 | $209K | Sell |
7,494
-2,324
| -24% | -$64.8K | ﹤0.01% | 993 |
|
|
2019
Q4 | $292K | Sell |
9,818
-2,252
| -19% | -$67K | 0.01% | 908 |
|
|
2019
Q3 | $368K | Sell |
12,070
-82
| -0.7% | -$2.5K | 0.01% | 709 |
|
|
2019
Q2 | $564K | Buy |
+12,152
| New | +$564K | 0.02% | 555 |
|