Amplius Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $367K | Sell |
3,930
-210
| -5% | -$19.6K | 0.03% | 140 |
|
2025
Q1 | $302K | Buy |
4,140
+145
| +4% | +$10.6K | 0.03% | 138 |
|
2024
Q4 | $241K | Buy |
3,995
+101
| +3% | +$6.09K | 0.02% | 156 |
|
2024
Q3 | $293K | Sell |
3,894
-23
| -0.6% | -$1.73K | 0.03% | 135 |
|
2024
Q2 | $285K | Buy |
3,917
+99
| +3% | +$7.2K | 0.03% | 133 |
|
2024
Q1 | $294K | Sell |
3,818
-144
| -4% | -$11.1K | 0.03% | 131 |
|
2023
Q4 | $244K | Buy |
+3,962
| New | +$244K | 0.03% | 145 |
|
2022
Q1 | – | Sell |
-2,071
| Closed | -$86K | – | 854 |
|
2021
Q4 | $86K | Buy |
+2,071
| New | +$86K | 0.01% | 262 |
|