BSW Wealth Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
10,959
-72
| -0.7% | -$6.72K | 0.14% | 88 |
|
|
2025
Q1 | $804K | Buy |
11,031
+899
| +9% | +$65.5K | 0.12% | 99 |
|
|
2024
Q4 | $611K | Buy |
+10,132
| New | +$611K | 0.09% | 133 |
|
|
2024
Q3 | – | Sell |
-6,796
| Closed | -$494K | – | 329 |
|
|
2024
Q2 | $494K | Sell |
6,796
-570
| -8% | -$41.4K | 0.08% | 134 |
|
|
2024
Q1 | $567K | Sell |
7,366
-765
| -9% | -$58.9K | 0.1% | 124 |
|
|
2023
Q4 | $501K | Buy |
8,131
+115
| +1% | +$7.08K | 0.1% | 124 |
|
|
2023
Q3 | $369K | Sell |
8,016
-46
| -0.6% | -$2.12K | 0.08% | 140 |
|
|
2023
Q2 | $348K | Buy |
8,062
+1,072
| +15% | +$46.3K | 0.07% | 162 |
|
|
2023
Q1 | $222K | Buy |
+6,990
| New | +$222K | 0.05% | 280 |
|
|
2022
Q4 | – | Sell |
-9,192
| Closed | -$244K | – | 330 |
|
|
2022
Q3 | $244K | Buy |
+9,192
| New | +$244K | 0.06% | 228 |
|