CWM
Congress Wealth Management’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
250,637
+17,275
| +7% | +$1.61M | 0.23% | 105 |
|
|
2025
Q1 | $17M | Buy |
233,362
+204,363
| +705% | +$14.9M | 0.2% | 127 |
|
|
2024
Q4 | $1.75M | Buy |
28,999
+11,466
| +65% | +$692K | 0.02% | 432 |
|
|
2024
Q3 | $1.32M | Buy |
17,533
+790
| +5% | +$59.4K | 0.02% | 473 |
|
|
2024
Q2 | $1.22M | Sell |
16,743
-1,346
| -7% | -$97.8K | 0.02% | 403 |
|
|
2024
Q1 | $1.39M | Sell |
18,089
-10,423
| -37% | -$803K | 0.02% | 348 |
|
|
2023
Q4 | $1.76M | Sell |
28,512
-65,530
| -70% | -$4.03M | 0.03% | 329 |
|
|
2023
Q3 | $4.33M | Buy |
94,042
+2,234
| +2% | +$103K | 0.09% | 230 |
|
|
2023
Q2 | $3.96M | Buy |
91,808
+132
| +0.1% | +$5.7K | 0.09% | 216 |
|
|
2023
Q1 | $2.91M | Buy |
91,676
+11,079
| +14% | +$351K | 0.07% | 237 |
|
|
2022
Q4 | $1.99M | Sell |
80,597
-7,559
| -9% | -$187K | 0.05% | 259 |
|
|
2022
Q3 | $2.34M | Sell |
88,156
-590
| -0.7% | -$15.6K | 0.06% | 259 |
|
|
2022
Q2 | $1.82M | Sell |
88,746
-527
| -0.6% | -$10.8K | 0.05% | 285 |
|
|
2022
Q1 | $3.19M | Buy |
89,273
+3,091
| +4% | +$110K | 0.07% | 260 |
|
|
2021
Q4 | $3.61M | Buy |
+86,182
| New | +$3.61M | 0.07% | 258 |
|