BWFA
Baltimore-Washington Financial Advisors’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Buy |
383,394
+27,847
| +8% | +$2.6M | 1.67% | 21 |
|
|
2025
Q1 | $25.9M | Buy |
355,547
+13,971
| +4% | +$1.02M | 1.37% | 27 |
|
|
2024
Q4 | $20.6M | Buy |
341,576
+12,003
| +4% | +$724K | 1.06% | 37 |
|
|
2024
Q3 | $24.8M | Buy |
329,573
+15,517
| +5% | +$1.17M | 1.33% | 24 |
|
|
2024
Q2 | $22.8M | Buy |
314,056
+20,652
| +7% | +$1.5M | 1.32% | 24 |
|
|
2024
Q1 | $22.6M | Buy |
293,404
+38,004
| +15% | +$2.93M | 1.41% | 25 |
|
|
2023
Q4 | $15.7M | Buy |
255,400
+79,837
| +45% | +$4.92M | 1.09% | 30 |
|
|
2023
Q3 | $8.07M | Buy |
175,563
+124,512
| +244% | +$5.73M | 0.65% | 50 |
|
|
2023
Q2 | $2.2M | Buy |
+51,051
| New | +$2.2M | 0.18% | 86 |
|