Bison Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $229K | Buy |
3,792
+641
| +20% | +$38.7K | 0.05% | 275 |
|
|
2024
Q3 | $237K | Sell |
3,151
-7,152
| -69% | -$538K | 0.04% | 361 |
|
|
2024
Q2 | $793K | Hold |
10,303
| – | – | 0.13% | 166 |
|
|
2024
Q1 | $793K | Buy |
10,303
+384
| +4% | +$29.6K | 0.13% | 166 |
|
|
2023
Q4 | $611K | Sell |
9,919
-6,347
| -39% | -$391K | 0.11% | 204 |
|
|
2023
Q3 | $748K | Buy |
16,266
+1,956
| +14% | +$90K | 0.15% | 152 |
|
|
2023
Q2 | $618K | Buy |
+14,310
| New | +$618K | 0.11% | 181 |
|