Circle 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 | $2.87M | Buy |
30,739
+479
| +2% | +$44.7K | 0.06% | 66 |
|
|
2025
Q1 | $2.2M | Buy |
30,260
+942
| +3% | +$68.6K | 0.05% | 67 |
|
|
2024
Q4 | $1.77M | Sell |
29,318
-2,678
| -8% | -$162K | 0.04% | 77 |
|
|
2024
Q3 | $2.4M | Buy |
31,996
+9,382
| +41% | +$705K | 0.05% | 65 |
|
|
2024
Q2 | $1.64M | Buy |
22,614
+19,496
| +625% | +$1.42M | 0.04% | 72 |
|
|
2024
Q1 | $240K | Buy |
+3,118
| New | +$240K | 0.01% | 184 |
|
|
2020
Q2 | – | Sell |
-19,466
| Closed | -$543K | – | 225 |
|
|
2020
Q1 | $543K | Buy |
19,466
+630
| +3% | +$17.6K | 0.11% | 103 |
|
|
2019
Q4 | $560K | Buy |
+18,836
| New | +$560K | 0.1% | 98 |
|