Bogart Wealth LLC’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.56M | Buy |
91,699
+149
| +0.2% | +$13.9K | 0.37% | 62 |
|
|
2025
Q1 | $6.67M | Sell |
91,550
-46,165
| -34% | -$3.36M | 0.31% | 74 |
|
|
2024
Q4 | $8.31M | Buy |
137,715
+16,185
| +13% | +$976K | 0.39% | 63 |
|
|
2024
Q3 | $9.13M | Buy |
121,530
+2,771
| +2% | +$208K | 0.43% | 55 |
|
|
2024
Q2 | $8.63M | Buy |
118,759
+4,128
| +4% | +$300K | 0.44% | 55 |
|
|
2024
Q1 | $8.83M | Buy |
114,631
+476
| +0.4% | +$36.6K | 0.45% | 54 |
|
|
2023
Q4 | $7.03M | Sell |
114,155
-27,670
| -20% | -$1.7M | 0.4% | 66 |
|
|
2023
Q3 | $6.52M | Buy |
141,825
+568
| +0.4% | +$26.1K | 0.4% | 60 |
|
|
2023
Q2 | $6.1M | Buy |
141,257
+1,622
| +1% | +$70K | 0.39% | 64 |
|
|
2023
Q1 | $4.43M | Sell |
139,635
-301
| -0.2% | -$9.54K | 0.3% | 85 |
|
|
2022
Q4 | $3.46M | Buy |
139,936
+7,262
| +5% | +$180K | 0.24% | 86 |
|
|
2022
Q3 | $3.52M | Buy |
132,674
+11,544
| +10% | +$306K | 0.29% | 70 |
|
|
2022
Q2 | $2.48M | Buy |
121,130
+17,924
| +17% | +$367K | 0.22% | 84 |
|
|
2022
Q1 | $3.68M | Buy |
103,206
+11,986
| +13% | +$428K | 0.31% | 67 |
|
|
2021
Q4 | $3.83M | Buy |
91,220
+24,117
| +36% | +$1.01M | 0.35% | 58 |
|
|
2021
Q3 | $3.01M | Buy |
67,103
+16,083
| +32% | +$720K | 0.31% | 56 |
|
|
2021
Q2 | $2.56M | Buy |
51,020
+22,722
| +80% | +$1.14M | 0.28% | 58 |
|
|
2021
Q1 | $1.54M | Buy |
28,298
+6,469
| +30% | +$353K | 0.21% | 88 |
|
|
2020
Q4 | $1.11M | Buy |
21,829
+4,104
| +23% | +$209K | 0.21% | 82 |
|
|
2020
Q3 | $646K | Buy |
17,725
+6,143
| +53% | +$224K | 0.14% | 94 |
|
|
2020
Q2 | $360K | Buy |
11,582
+11,252
| +3,410% | +$350K | 0.08% | 104 |
|
|
2020
Q1 | $9K | Buy |
330
+13
| +4% | +$355 | ﹤0.01% | 282 |
|
|
2019
Q4 | $9K | Buy |
+317
| New | +$9K | ﹤0.01% | 298 |
|