CarsonAllaria 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 | $20.2K | Hold |
216
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $15.7K | Hold |
216
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $13K | Hold |
216
| – | – | 0.01% | 229 |
|
|
2024
Q3 | $16.2K | Sell |
216
-115
| -35% | -$8.64K | 0.01% | 222 |
|
|
2024
Q2 | $24.1K | Hold |
331
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $25.5K | Sell |
331
-215
| -39% | -$16.6K | 0.02% | 175 |
|
|
2023
Q4 | $33.6K | Buy |
546
+35
| +7% | +$2.16K | 0.02% | 136 |
|
|
2023
Q3 | $23.5K | Sell |
511
-131
| -20% | -$6.03K | 0.02% | 151 |
|
|
2023
Q2 | $27.7K | Sell |
642
-54
| -8% | -$2.33K | 0.02% | 147 |
|
|
2023
Q1 | $22.1K | Hold |
696
| – | – | 0.02% | 160 |
|
|
2022
Q4 | $17K | Sell |
696
-195
| -22% | -$4.76K | 0.01% | 162 |
|
|
2022
Q3 | $24K | Sell |
891
-40
| -4% | -$1.08K | 0.02% | 137 |
|
|
2022
Q2 | $19K | Buy |
931
+104
| +13% | +$2.12K | 0.02% | 149 |
|
|
2022
Q1 | $30K | Buy |
827
+38
| +5% | +$1.38K | 0.03% | 136 |
|
|
2021
Q4 | $33K | Buy |
+789
| New | +$33K | 0.03% | 142 |
|