CPW
Catalyst Private Wealth’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
7,853
+1,289
| +20% | +$120K | 0.33% | 37 |
|
|
2025
Q1 | $478K | Sell |
6,564
-53
| -0.8% | -$3.86K | 0.23% | 49 |
|
|
2024
Q4 | $399K | Buy |
6,617
+191
| +3% | +$11.5K | 0.18% | 60 |
|
|
2024
Q3 | $483K | Hold |
6,426
| – | – | 0.24% | 52 |
|
|
2024
Q2 | $467K | Buy |
6,426
+453
| +8% | +$32.9K | 0.25% | 53 |
|
|
2024
Q1 | $460K | Sell |
5,973
-1,513
| -20% | -$116K | 0.24% | 54 |
|
|
2023
Q4 | $461K | Sell |
7,486
-24,949
| -77% | -$1.54M | 0.22% | 55 |
|
|
2023
Q3 | $1.49M | Sell |
32,435
-130
| -0.4% | -$5.98K | 0.88% | 27 |
|
|
2023
Q2 | $1.41M | Buy |
32,565
+593
| +2% | +$25.6K | 0.88% | 26 |
|
|
2023
Q1 | $1.01M | Buy |
31,972
+13
| +0% | +$412 | 0.7% | 29 |
|
|
2022
Q4 | $790K | Sell |
31,959
-88
| -0.3% | -$2.18K | 0.64% | 30 |
|
|
2022
Q3 | $849K | Hold |
32,047
| – | – | 0.64% | 26 |
|
|
2022
Q2 | $656K | Buy |
32,047
+3,617
| +13% | +$74K | 0.46% | 39 |
|
|
2022
Q1 | $1.01M | Hold |
28,430
| – | – | 0.51% | 33 |
|
|
2021
Q4 | $1.19M | Sell |
28,430
-500
| -2% | -$21K | 0.51% | 24 |
|
|
2021
Q3 | $1.3M | Hold |
28,930
| – | – | 0.56% | 15 |
|
|
2021
Q2 | $1.45M | Sell |
28,930
-150
| -0.5% | -$7.52K | 0.8% | 14 |
|
|
2021
Q1 | $1.59M | Buy |
+29,080
| New | +$1.59M | 1.11% | 11 |
|
|
2020
Q4 | – | Sell |
-1,770
| Closed | -$65K | – | 265 |
|
|
2020
Q3 | $65K | Buy |
+1,770
| New | +$65K | 0.06% | 100 |
|