Baldwin 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 | $2.54M | Buy |
27,267
+1,996
| +8% | +$186K | 0.17% | 76 |
|
|
2025
Q1 | $1.84M | Buy |
25,271
+176
| +0.7% | +$12.8K | 0.13% | 81 |
|
|
2024
Q4 | $1.51M | Buy |
25,095
+11
| +0% | +$664 | 0.1% | 91 |
|
|
2024
Q3 | $1.89M | Buy |
25,084
+735
| +3% | +$55.2K | 0.13% | 89 |
|
|
2024
Q2 | $1.77M | Buy |
24,349
+12
| +0% | +$872 | 0.14% | 80 |
|
|
2024
Q1 | $1.87M | Hold |
24,337
| – | – | 0.14% | 84 |
|
|
2023
Q4 | $1.5M | Buy |
24,337
+3,020
| +14% | +$186K | 0.12% | 91 |
|
|
2023
Q3 | $980K | Buy |
21,317
+1,830
| +9% | +$84.2K | 0.08% | 111 |
|
|
2023
Q2 | $841K | Buy |
19,487
+4,500
| +30% | +$194K | 0.07% | 124 |
|
|
2023
Q1 | $475K | Buy |
14,987
+8,700
| +138% | +$276K | 0.04% | 162 |
|
|
2022
Q4 | $155K | Sell |
6,287
-450
| -7% | -$11.1K | 0.01% | 265 |
|
|
2022
Q3 | $179K | Sell |
6,737
-5,350
| -44% | -$142K | 0.02% | 178 |
|
|
2022
Q2 | $247K | Sell |
12,087
-50
| -0.4% | -$1.02K | 0.03% | 161 |
|
|
2022
Q1 | $433K | Buy |
12,137
+6,050
| +99% | +$216K | 0.05% | 134 |
|
|
2021
Q4 | $255K | Buy |
6,087
+5,750
| +1,706% | +$241K | 0.03% | 184 |
|
|
2021
Q3 | $15K | Hold |
337
| – | – | ﹤0.01% | 479 |
|
|
2021
Q2 | $17K | Hold |
337
| – | – | ﹤0.01% | 484 |
|
|
2021
Q1 | $18K | Hold |
337
| – | – | ﹤0.01% | 469 |
|
|
2020
Q4 | $17K | Hold |
337
| – | – | ﹤0.01% | 417 |
|
|
2020
Q3 | $12K | Hold |
337
| – | – | ﹤0.01% | 426 |
|
|
2020
Q2 | $10K | Hold |
337
| – | – | ﹤0.01% | 432 |
|
|
2020
Q1 | $9K | Buy |
+337
| New | +$9K | ﹤0.01% | 434 |
|