Crestwood Advisors Group’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
8,347
-1,073
| -11% | -$100K | 0.01% | 297 |
|
|
2025
Q1 | $686K | Buy |
9,420
+2,858
| +44% | +$208K | 0.01% | 305 |
|
|
2024
Q4 | $396K | Sell |
6,562
-274
| -4% | -$16.5K | 0.01% | 333 |
|
|
2024
Q3 | $514K | Sell |
6,836
-1,202
| -15% | -$90.3K | 0.01% | 289 |
|
|
2024
Q2 | $584K | Buy |
8,038
+2,119
| +36% | +$154K | 0.01% | 264 |
|
|
2024
Q1 | $456K | Buy |
5,919
+596
| +11% | +$45.9K | 0.01% | 290 |
|
|
2023
Q4 | $328K | Buy |
+5,323
| New | +$328K | 0.01% | 318 |
|
|
2021
Q1 | – | Sell |
-7,000
| Closed | -$357K | – | 276 |
|
|
2020
Q4 | $357K | Buy |
+7,000
| New | +$357K | 0.01% | 204 |
|
|
2020
Q1 | – | Sell |
-6,764
| Closed | -$201K | – | 252 |
|
|
2019
Q4 | $201K | Buy |
+6,764
| New | +$201K | 0.01% | 246 |
|