Axxcess 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
$1.48M Buy
15,870
+37
+0.2% +$3.45K 0.03% 339
2025
Q1
$1.15M Buy
15,833
+3,550
+29% +$259K 0.03% 359
2024
Q4
$741K Sell
12,283
-8,158
-40% -$492K 0.02% 471
2024
Q3
$1.54M Buy
20,441
+1,992
+11% +$150K 0.04% 319
2024
Q2
$1.34M Buy
18,449
+6,171
+50% +$449K 0.04% 325
2024
Q1
$945K Buy
12,278
+7,683
+167% +$592K 0.03% 384
2023
Q4
$283K Sell
4,595
-11,880
-72% -$731K 0.01% 657
2023
Q3
$758K Buy
16,475
+5,118
+45% +$235K 0.03% 367
2023
Q2
$490K Buy
11,357
+1,897
+20% +$81.9K 0.04% 351
2023
Q1
$300K Hold
9,460
0.02% 479
2022
Q4
$234K Sell
9,460
-548
-5% -$13.6K 0.02% 510
2022
Q3
$265K Sell
10,008
-36,088
-78% -$956K 0.03% 427
2022
Q2
$943K Sell
46,096
-6,229
-12% -$127K 0.09% 193
2022
Q1
$1.87M Buy
52,325
+1,389
+3% +$49.6K 0.15% 122
2021
Q4
$2.13M Buy
+50,936
New +$2.13M 0.16% 113