EP Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Buy |
62,893
+1,384
| +2% | +$129K | 0.04% | 242 |
|
|
2025
Q1 | $4.48M | Sell |
61,509
-3,332
| -5% | -$243K | 0.04% | 233 |
|
|
2024
Q4 | $3.91M | Sell |
64,841
-22,809
| -26% | -$1.38M | 0.03% | 252 |
|
|
2024
Q3 | $6.59M | Buy |
87,650
+8,580
| +11% | +$645K | 0.06% | 193 |
|
|
2024
Q2 | $5.75M | Buy |
79,070
+46,449
| +142% | +$3.38M | 0.06% | 171 |
|
|
2024
Q1 | $2.51M | Buy |
32,621
+12,267
| +60% | +$944K | 0.03% | 235 |
|
|
2023
Q4 | $1.25M | Buy |
20,354
+2,904
| +17% | +$179K | 0.02% | 333 |
|
|
2023
Q3 | $803K | Sell |
17,450
-41,220
| -70% | -$1.9M | 0.01% | 368 |
|
|
2023
Q2 | $653K | Buy |
58,670
+31,753
| +118% | +$353K | 0.01% | 413 |
|
|
2023
Q1 | $255K | Buy |
+26,917
| New | +$255K | ﹤0.01% | 523 |
|
|
2022
Q4 | – | Sell |
-13,736
| Closed | -$364K | – | 641 |
|
|
2022
Q3 | $364K | Buy |
+13,736
| New | +$364K | 0.01% | 295 |
|