Carlton Hofferkamp & Jenks 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 | $378K | Sell |
4,316
-65
| -1% | -$5.7K | 0.14% | 101 |
|
|
2025
Q1 | $320K | Hold |
4,381
| – | – | 0.13% | 104 |
|
|
2024
Q4 | $282K | Buy |
4,381
+150
| +4% | +$9.67K | 0.1% | 121 |
|
|
2024
Q3 | $310K | Hold |
4,231
| – | – | 0.12% | 114 |
|
|
2024
Q2 | $267K | Buy |
4,231
+300
| +8% | +$18.9K | 0.1% | 120 |
|
|
2024
Q1 | $272K | Sell |
3,931
-425
| -10% | -$29.5K | 0.11% | 112 |
|
|
2023
Q4 | $278K | Buy |
+4,356
| New | +$278K | 0.12% | 113 |
|
|
2023
Q3 | – | Sell |
-4,456
| Closed | -$201K | – | 134 |
|
|
2023
Q2 | $201K | Buy |
+4,456
| New | +$201K | 0.09% | 130 |
|
|
2022
Q2 | – | Sell |
-7,360
| Closed | -$236K | – | 139 |
|
|
2022
Q1 | $236K | Buy |
7,360
+33
| +0.5% | +$1.06K | 0.1% | 131 |
|
|
2021
Q4 | $255K | Buy |
7,327
+500
| +7% | +$17.4K | 0.11% | 124 |
|
|
2021
Q3 | $313K | Buy |
6,827
+325
| +5% | +$14.9K | 0.13% | 115 |
|
|
2021
Q2 | $300K | Buy |
+6,502
| New | +$300K | 0.13% | 114 |
|