EP Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Buy |
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|
2025
Q1 | $4.48M | Sell |
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|
2024
Q4 | $3.91M | Sell |
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|
2024
Q3 | $6.59M | Buy |
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|
2024
Q2 | $5.75M | Buy |
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|
2024
Q1 | $2.51M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $803K | Sell |
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|
2023
Q2 | $653K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $364K | Buy |
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