Carolinas Wealth Consulting’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-427
Closed -$31.1K 876
2025
Q1
$31.1K Buy
427
+200
+88% +$14.6K 0.01% 398
2024
Q4
$13.7K Sell
227
-1,081
-83% -$65.2K ﹤0.01% 514
2024
Q3
$98.3K Sell
1,308
-531
-29% -$39.9K 0.02% 267
2024
Q2
$134K Buy
1,839
+577
+46% +$41.9K 0.03% 218
2024
Q1
$97.2K Sell
1,262
-44
-3% -$3.39K 0.02% 260
2023
Q4
$80.4K Sell
1,306
-469
-26% -$28.9K 0.02% 266
2023
Q3
$76.8K Buy
1,775
+572
+48% +$24.8K 0.02% 248
2023
Q2
$52K Sell
1,203
-884
-42% -$38.2K 0.01% 338
2023
Q1
$66.2K Buy
2,087
+2,025
+3,266% +$64.2K 0.01% 320
2022
Q4
$1.53K Buy
+62
New +$1.53K ﹤0.01% 840
2022
Q2
Sell
-274
Closed -$10K 955
2022
Q1
$10K Buy
+274
New +$10K ﹤0.01% 609
2021
Q2
Sell
-1,088
Closed -$59K 1012
2021
Q1
$59K Sell
1,088
-264
-20% -$14.3K 0.01% 336
2020
Q4
$69K Buy
+1,352
New +$69K 0.02% 284