Cornerstone 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 | $485K | Buy |
5,195
+772
| +17% | +$72K | 0.03% | 400 |
|
|
2025
Q1 | $322K | Buy |
4,423
+210
| +5% | +$15.3K | 0.02% | 457 |
|
|
2024
Q4 | $254K | Buy |
4,213
+420
| +11% | +$25.3K | 0.02% | 500 |
|
|
2024
Q3 | $285K | Buy |
3,793
+393
| +12% | +$29.5K | 0.02% | 466 |
|
|
2024
Q2 | $247K | Sell |
3,400
-51
| -1% | -$3.71K | 0.02% | 472 |
|
|
2024
Q1 | $266K | Sell |
3,451
-770
| -18% | -$59.3K | 0.02% | 456 |
|
|
2023
Q4 | $260K | Sell |
4,221
-450
| -10% | -$27.7K | 0.02% | 443 |
|
|
2023
Q3 | $215K | Buy |
+4,671
| New | +$215K | 0.02% | 498 |
|
|
2022
Q2 | – | Sell |
-8,363
| Closed | -$298K | – | 479 |
|
|
2022
Q1 | $298K | Sell |
8,363
-368
| -4% | -$13.1K | 0.03% | 367 |
|
|
2021
Q4 | $366K | Buy |
8,731
+1,484
| +20% | +$62.2K | 0.03% | 348 |
|
|
2021
Q3 | $325K | Buy |
7,247
+3,023
| +72% | +$136K | 0.03% | 343 |
|
|
2021
Q2 | $212K | Buy |
+4,224
| New | +$212K | 0.02% | 446 |
|