Baker Tilly 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 |
-3,687
| Closed | -$222K | – | 251 |
|
|
2024
Q4 | $222K | Sell |
3,687
-112
| -3% | -$6.76K | 0.09% | 219 |
|
|
2024
Q3 | $286K | Buy |
3,799
+80
| +2% | +$6.01K | 0.13% | 186 |
|
|
2024
Q2 | $270K | Sell |
3,719
-633
| -15% | -$46K | 0.11% | 212 |
|
|
2024
Q1 | $335K | Buy |
4,352
+98
| +2% | +$7.55K | 0.06% | 327 |
|
|
2023
Q4 | $262K | Sell |
4,254
-756
| -15% | -$46.5K | 0.04% | 407 |
|
|
2023
Q3 | $230K | Sell |
5,010
-1,869
| -27% | -$86K | 0.04% | 415 |
|
|
2023
Q2 | $297K | Sell |
6,879
-127
| -2% | -$5.48K | 0.03% | 453 |
|
|
2023
Q1 | $222K | Buy |
+7,006
| New | +$222K | 0.03% | 505 |
|
|
2022
Q1 | – | Sell |
-4,923
| Closed | -$206K | – | 562 |
|
|
2021
Q4 | $206K | Buy |
+4,923
| New | +$206K | 0.02% | 504 |
|