Bartlett & Co Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $121K | Buy |
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|
2025
Q2 | $95.8K | Sell |
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|
2025
Q1 | $78.1K | Buy |
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|
2024
Q4 | $57.5K | Hold |
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|
2024
Q3 | $71.7K | Sell |
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|
2024
Q2 | $69.7K | Buy |
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|
2024
Q1 | $18.9K | Sell |
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|
2023
Q4 | $45K | Buy |
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|
2023
Q3 | $9.98K | Buy |
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|
2023
Q2 | $8.63K | Hold |
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|
2023
Q1 | $6.34K | Hold |
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|
2022
Q4 | $4.95K | Hold |
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|
2022
Q3 | $5.3K | Sell |
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|
2022
Q2 | $7.1K | Buy |
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|
2022
Q1 | $7.14K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.11K | Hold |
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|
2021
Q1 | $3.38K | Hold |
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|
2020
Q4 | $3.16K | Buy |
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