Carson Wealth (CWM LLC)’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Buy |
300,072
+1,645
| +0.6% | +$153K | 0.1% | 176 |
|
|
2025
Q1 | $21.7M | Buy |
298,427
+23,526
| +9% | +$1.71M | 0.09% | 213 |
|
|
2024
Q4 | $16.6M | Buy |
274,901
+56,126
| +26% | +$3.39M | 0.07% | 241 |
|
|
2024
Q3 | $16.4M | Sell |
218,775
-28,510
| -12% | -$2.14M | 0.07% | 232 |
|
|
2024
Q2 | $18M | Sell |
247,285
-9,308
| -4% | -$677K | 0.08% | 219 |
|
|
2024
Q1 | $19.8M | Buy |
256,593
+453
| +0.2% | +$34.9K | 0.1% | 201 |
|
|
2023
Q4 | $15.8M | Buy |
256,140
+6,899
| +3% | +$425K | 0.08% | 219 |
|
|
2023
Q3 | $11.5M | Sell |
249,241
-4,694
| -2% | -$216K | 0.07% | 225 |
|
|
2023
Q2 | $11M | Buy |
253,935
+240,479
| +1,787% | +$10.4M | 0.07% | 222 |
|
|
2023
Q1 | $427K | Buy |
13,456
+2,320
| +21% | +$73.6K | ﹤0.01% | 936 |
|
|
2022
Q4 | $275K | Buy |
11,136
+786
| +8% | +$19.4K | ﹤0.01% | 986 |
|
|
2022
Q3 | $274K | Buy |
10,350
+2,712
| +36% | +$71.8K | ﹤0.01% | 937 |
|
|
2022
Q2 | $156K | Buy |
7,638
+1,794
| +31% | +$36.6K | ﹤0.01% | 1140 |
|
|
2022
Q1 | $209K | Buy |
5,844
+3,264
| +127% | +$117K | ﹤0.01% | 1020 |
|
|
2021
Q4 | $108K | Buy |
+2,580
| New | +$108K | ﹤0.01% | 1263 |
|
|
2021
Q2 | $113K | Hold |
2,246
| – | – | ﹤0.01% | 1093 |
|
|
2021
Q1 | $113K | Hold |
2,246
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q4 | $113K | Hold |
2,246
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q3 | $113K | Hold |
2,246
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q2 | $113K | Hold |
2,246
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q1 | $113K | Hold |
2,246
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q4 | $113K | Hold |
2,246
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q3 | $113K | Hold |
2,246
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q2 | $113K | Hold |
2,246
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q1 | $113K | Buy |
+2,246
| New | +$113K | ﹤0.01% | 1093 |
|