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 |
|