Dogwood 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 | $924K | Buy |
9,474
+9,361
| +8,284% | +$913K | 0.45% | 43 |
|
|
2025
Q1 | $8.23K | Buy |
+113
| New | +$8.23K | ﹤0.01% | 205 |
|
|
2024
Q4 | – | Hold |
0
| – | -$18 | – | 624 |
|
|
2024
Q3 | – | Hold |
0
| – | -$17 | – | 220 |
|
|
2024
Q2 | – | Hold |
0
| – | -$17 | – | 266 |
|
|
2024
Q1 | – | Hold |
0
| – | -$22 | – | 259 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 238 |
|