Congress 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
Q2 | $23.4M | Buy |
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|
2025
Q1 | $17M | Buy |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $4.33M | Buy |
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|
2023
Q2 | $3.96M | Buy |
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|
2023
Q1 | $2.91M | Buy |
|
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.61M | Buy |
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