Circle Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.39M | Sell |
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|
2025
Q3 | $2.97M | Sell |
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|
2025
Q2 | $2.87M | Buy |
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|
2025
Q1 | $2.2M | Buy |
|
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|
2024
Q4 | $1.77M | Sell |
|
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $240K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $543K | Buy |
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|
2019
Q4 | $560K | Buy |
|