Balboa Wealth Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+2,165
| New | +$202K | 0.04% | 322 |
|
|
2024
Q4 | – | Sell |
-3,651
| Closed | -$274K | – | 387 |
|
|
2024
Q3 | $274K | Buy |
3,651
+3
| +0.1% | +$225 | 0.07% | 197 |
|
|
2024
Q2 | $265K | Sell |
3,648
-1,791
| -33% | -$130K | 0.07% | 211 |
|
|
2024
Q1 | $419K | Buy |
+5,439
| New | +$419K | 0.12% | 131 |
|
|
2023
Q3 | – | Sell |
-6,292
| Closed | -$272K | – | 326 |
|
|
2023
Q2 | $272K | Buy |
+6,292
| New | +$272K | 0.09% | 175 |
|