Edge 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 | $339K | Buy |
3,634
+780
| +27% | +$72.7K | 0.07% | 55 |
|
|
2025
Q1 | $208K | Buy |
+2,854
| New | +$208K | 0.04% | 74 |
|
|
2024
Q2 | – | Sell |
-4,170
| Closed | -$321K | – | 84 |
|
|
2024
Q1 | $321K | Sell |
4,170
-2,000
| -32% | -$154K | 0.07% | 60 |
|
|
2023
Q4 | $380K | Hold |
6,170
| – | – | 0.08% | 53 |
|
|
2023
Q3 | $284K | Buy |
6,170
+1,000
| +19% | +$46K | 0.07% | 57 |
|
|
2023
Q2 | $223K | Buy |
+5,170
| New | +$223K | 0.05% | 67 |
|
|
2022
Q1 | – | Sell |
-3,210
| Closed | -$135K | – | 428 |
|
|
2021
Q4 | $135K | Buy |
3,210
+1,080
| +51% | +$45.4K | 0.02% | 111 |
|
|
2021
Q3 | $95K | Buy |
2,130
+2,116
| +15,114% | +$94.4K | 0.02% | 138 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 417 |
|
|
2020
Q4 | $1K | Sell |
14
-21
| -60% | -$1.5K | ﹤0.01% | 364 |
|
|
2020
Q3 | $1K | Sell |
35
-1,000
| -97% | -$28.6K | ﹤0.01% | 415 |
|
|
2020
Q2 | $32K | Buy |
1,035
+1,000
| +2,857% | +$30.9K | 0.01% | 308 |
|
|
2020
Q1 | $1K | Buy |
35
+10
| +40% | +$286 | ﹤0.01% | 598 |
|
|
2019
Q4 | $1K | Sell |
25
-285
| -92% | -$11.4K | ﹤0.01% | 565 |
|
|
2019
Q3 | $9K | Sell |
310
-5,620
| -95% | -$163K | ﹤0.01% | 420 |
|
|
2019
Q2 | $275K | Buy |
+5,930
| New | +$275K | 0.06% | 119 |
|