AWA
Alta Wealth Advisors’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,924
| Closed | -$796K | – | 149 |
|
|
2025
Q1 | $796K | Buy |
10,924
+566
| +5% | +$41.2K | 0.37% | 58 |
|
|
2024
Q4 | $625K | Buy |
10,358
+1,409
| +16% | +$85K | 0.27% | 72 |
|
|
2024
Q3 | $673K | Sell |
8,949
-196
| -2% | -$14.7K | 0.31% | 69 |
|
|
2024
Q2 | $665K | Buy |
9,145
+87
| +1% | +$6.32K | 0.33% | 66 |
|
|
2024
Q1 | $697K | Buy |
9,058
+1,488
| +20% | +$115K | 0.35% | 66 |
|
|
2023
Q4 | $466K | Buy |
7,570
+1,180
| +18% | +$72.7K | 0.26% | 83 |
|
|
2023
Q3 | $294K | Buy |
6,390
+770
| +14% | +$35.4K | 0.18% | 110 |
|
|
2023
Q2 | $243K | Buy |
+5,620
| New | +$243K | 0.14% | 127 |
|