EPG 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 | $1.66M | Sell |
17,750
-6,407
| -27% | -$598K | 0.5% | 55 |
|
2025
Q1 | $1.76M | Sell |
24,157
-2,045
| -8% | -$149K | 0.49% | 52 |
|
2024
Q4 | $1.58M | Sell |
26,202
-4,386
| -14% | -$265K | 0.42% | 63 |
|
2024
Q3 | $2.3M | Buy |
+30,588
| New | +$2.3M | 0.58% | 38 |
|
2024
Q2 | – | Sell |
-31,631
| Closed | -$2.44M | – | 37 |
|
2024
Q1 | $2.44M | Buy |
31,631
+4,822
| +18% | +$371K | 0.6% | 36 |
|
2023
Q4 | $1.85M | Buy |
26,809
+16,511
| +160% | +$1.14M | 0.49% | 51 |
|
2023
Q3 | $474K | Buy |
10,298
+419
| +4% | +$19.3K | 0.14% | 153 |
|
2023
Q2 | $426K | Buy |
+9,879
| New | +$426K | 0.13% | 158 |
|
2020
Q2 | – | Sell |
-1,894
| Closed | -$53K | – | 723 |
|
2020
Q1 | $53K | Buy |
1,894
+1,294
| +216% | +$36.2K | 0.04% | 268 |
|
2019
Q4 | $18K | Buy |
+600
| New | +$18K | 0.01% | 368 |
|