Ameliora 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
Q1 | – | Sell |
-3,000
| Closed | -$181K | – | 250 |
|
2024
Q4 | $181K | Sell |
3,000
-500
| -14% | -$30.2K | 0.07% | 103 |
|
2024
Q3 | $263K | Hold |
3,500
| – | – | 0.11% | 74 |
|
2024
Q2 | $254K | Sell |
3,500
-1,000
| -22% | -$72.7K | 0.12% | 78 |
|
2024
Q1 | $346K | Sell |
4,500
-500
| -10% | -$38.5K | 0.16% | 69 |
|
2023
Q4 | $308K | Hold |
5,000
| – | – | 0.15% | 68 |
|
2023
Q3 | $230K | Hold |
5,000
| – | – | 0.14% | 76 |
|
2023
Q2 | $216K | Hold |
5,000
| – | – | 0.13% | 80 |
|
2023
Q1 | $159K | Buy |
5,000
+3,200
| +178% | +$101K | 0.09% | 95 |
|
2022
Q4 | $44.5K | Hold |
1,800
| – | – | 0.02% | 152 |
|
2022
Q3 | $46K | Buy |
+1,800
| New | +$46K | 0.02% | 144 |
|