Carlton Hofferkamp & Jenks Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $368K | Sell |
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|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $282K | Buy |
|
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|
2024
Q3 | $310K | Hold |
|
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|
2024
Q2 | $267K | Buy |
|
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $300K | Buy |
|