Buckingham Strategic Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $265K | Buy |
3,646
+317
| +10% | +$23K | ﹤0.01% | 632 |
|
2024
Q1 | $256K | Buy |
+3,329
| New | +$256K | ﹤0.01% | 634 |
|
2022
Q1 | – | Sell |
-5,211
| Closed | -$218K | – | 629 |
|
2021
Q4 | $218K | Buy |
5,211
+200
| +4% | +$8.37K | ﹤0.01% | 546 |
|
2021
Q3 | $224K | Sell |
5,011
-190
| -4% | -$8.49K | ﹤0.01% | 535 |
|
2021
Q2 | $261K | Buy |
5,201
+315
| +6% | +$15.8K | 0.01% | 488 |
|
2021
Q1 | $266K | Buy |
4,886
+66
| +1% | +$3.59K | 0.01% | 462 |
|
2020
Q4 | $246K | Buy |
+4,820
| New | +$246K | 0.01% | 460 |
|
2020
Q2 | – | Sell |
-29,350
| Closed | -$819K | – | 478 |
|
2020
Q1 | $819K | Buy |
29,350
+5,748
| +24% | +$160K | 0.08% | 186 |
|
2019
Q4 | $702K | Buy |
+23,602
| New | +$702K | 0.07% | 201 |
|
2019
Q3 | – | Sell |
-7,915
| Closed | -$367K | – | 453 |
|
2019
Q2 | $367K | Buy |
+7,915
| New | +$367K | 0.04% | 294 |
|