Dakota 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 | $5.49M | Buy |
58,861
+10,408
| +21% | +$971K | 0.12% | 148 |
|
|
2025
Q1 | $3.53M | Sell |
48,453
-2,607
| -5% | -$190K | 0.08% | 179 |
|
|
2024
Q4 | $3.08M | Buy |
51,060
+1,817
| +4% | +$110K | 0.07% | 205 |
|
|
2024
Q3 | $3.7M | Sell |
49,243
-4,311
| -8% | -$324K | 0.08% | 205 |
|
|
2024
Q2 | $3.89M | Buy |
53,554
+1,431
| +3% | +$104K | 0.09% | 190 |
|
|
2024
Q1 | $4.01M | Buy |
52,123
+13,590
| +35% | +$1.05M | 0.1% | 182 |
|
|
2023
Q4 | $2.37M | Buy |
38,533
+12,830
| +50% | +$790K | 0.09% | 205 |
|
|
2023
Q3 | $1.18M | Buy |
25,703
+19,778
| +334% | +$910K | 0.05% | 264 |
|
|
2023
Q2 | $256K | Buy |
+5,925
| New | +$256K | 0.01% | 524 |
|
|
2021
Q4 | – | Sell |
-6,087
| Closed | -$273K | – | 398 |
|
|
2021
Q3 | $273K | Sell |
6,087
-21,298
| -78% | -$955K | 0.03% | 290 |
|
|
2021
Q2 | $1.37M | Sell |
27,385
-3,225
| -11% | -$162K | 0.16% | 132 |
|
|
2021
Q1 | $1.67M | Buy |
30,610
+8,032
| +36% | +$438K | 0.22% | 105 |
|
|
2020
Q4 | $1.15M | Buy |
22,578
+761
| +3% | +$38.8K | 0.15% | 137 |
|
|
2020
Q3 | $796K | Buy |
+21,817
| New | +$796K | 0.13% | 123 |
|