Carson Wealth (CWM LLC)’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 | $30.9M | Buy |
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|
2025
Q2 | $28M | Buy |
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|
2025
Q1 | $21.7M | Buy |
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|
2024
Q4 | $16.6M | Buy |
|
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $18M | Sell |
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|
2024
Q1 | $19.8M | Buy |
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|
2023
Q4 | $15.8M | Buy |
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|
2023
Q3 | $11.5M | Sell |
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|
2023
Q2 | $11M | Buy |
|
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $156K | Buy |
|
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $108K | Buy |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $113K | Hold |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $113K | Hold |
|
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|
2020
Q2 | $113K | Hold |
|
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|
2020
Q1 | $113K | Hold |
|
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|
2019
Q4 | $113K | Hold |
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|
2019
Q3 | $113K | Hold |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $113K | Buy |
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