Empirical 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 | $2.26M | Buy |
24,266
+2,698
| +13% | +$252K | 0.05% | 218 |
|
|
2025
Q1 | $1.57M | Buy |
21,568
+7,852
| +57% | +$572K | 0.04% | 240 |
|
|
2024
Q4 | $827K | Sell |
13,716
-415
| -3% | -$25K | 0.02% | 301 |
|
|
2024
Q3 | $1.06M | Buy |
14,131
+1,578
| +13% | +$119K | 0.03% | 256 |
|
|
2024
Q2 | $912K | Buy |
12,553
+517
| +4% | +$37.6K | 0.03% | 270 |
|
|
2024
Q1 | $927K | Buy |
12,036
+981
| +9% | +$75.5K | 0.03% | 262 |
|
|
2023
Q4 | $681K | Buy |
+11,055
| New | +$681K | 0.02% | 279 |
|
|
2022
Q1 | – | Sell |
-4,798
| Closed | -$201K | – | 543 |
|
|
2021
Q4 | $201K | Buy |
4,798
+300
| +7% | +$12.6K | 0.01% | 497 |
|
|
2021
Q3 | $202K | Sell |
4,498
-625
| -12% | -$28.1K | 0.01% | 431 |
|
|
2021
Q2 | $257K | Sell |
5,123
-850
| -14% | -$42.6K | 0.02% | 394 |
|
|
2021
Q1 | $326K | Buy |
+5,973
| New | +$326K | 0.03% | 311 |
|
|
2020
Q3 | – | Sell |
-14,409
| Closed | -$448K | – | 359 |
|
|
2020
Q2 | $448K | Sell |
14,409
-2,788
| -16% | -$86.7K | 0.04% | 223 |
|
|
2020
Q1 | $480K | Sell |
17,197
-5,788
| -25% | -$162K | 0.05% | 188 |
|
|
2019
Q4 | $684K | Buy |
+22,985
| New | +$684K | 0.08% | 149 |
|