Bartlett & Co 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
Q2 | $95.8K | Sell |
1,027
-45
| -4% | -$4.2K | ﹤0.01% | 554 |
|
|
2025
Q1 | $78.1K | Buy |
1,072
+118
| +12% | +$8.6K | ﹤0.01% | 581 |
|
|
2024
Q4 | $57.5K | Hold |
954
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $71.7K | Sell |
954
-5
| -0.5% | -$376 | ﹤0.01% | 596 |
|
|
2024
Q2 | $69.7K | Buy |
959
+713
| +290% | +$51.8K | ﹤0.01% | 600 |
|
|
2024
Q1 | $18.9K | Sell |
246
-466
| -65% | -$35.9K | ﹤0.01% | 826 |
|
|
2023
Q4 | $45K | Buy |
712
+495
| +228% | +$31.3K | ﹤0.01% | 723 |
|
|
2023
Q3 | $9.98K | Buy |
217
+17
| +9% | +$782 | ﹤0.01% | 930 |
|
|
2023
Q2 | $8.63K | Hold |
200
| – | – | ﹤0.01% | 941 |
|
|
2023
Q1 | $6.34K | Hold |
200
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $4.95K | Hold |
200
| – | – | ﹤0.01% | 926 |
|
|
2022
Q3 | $5.3K | Sell |
200
-147
| -42% | -$3.9K | ﹤0.01% | 916 |
|
|
2022
Q2 | $7.1K | Buy |
347
+147
| +74% | +$3.01K | ﹤0.01% | 945 |
|
|
2022
Q1 | $7.14K | Buy |
+200
| New | +$7.14K | ﹤0.01% | 876 |
|
|
2021
Q3 | – | Sell |
-62
| Closed | -$3.11K | – | 1076 |
|
|
2021
Q2 | $3.11K | Hold |
62
| – | – | ﹤0.01% | 808 |
|
|
2021
Q1 | $3.38K | Hold |
62
| – | – | ﹤0.01% | 825 |
|
|
2020
Q4 | $3.16K | Buy |
+62
| New | +$3.16K | ﹤0.01% | 853 |
|