Executive Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,040
| Closed | -$512K | – | 271 |
|
|
2024
Q2 | $512K | Buy |
7,040
+1,245
| +21% | +$90.5K | 0.09% | 77 |
|
|
2024
Q1 | $443K | Buy |
5,795
+1,786
| +45% | +$136K | 0.04% | 161 |
|
|
2023
Q4 | $247K | Buy |
+4,009
| New | +$247K | 0.02% | 189 |
|
|
2022
Q1 | – | Sell |
-4,967
| Closed | -$208K | – | 208 |
|
|
2021
Q4 | $208K | Buy |
4,967
+77
| +2% | +$3.22K | 0.02% | 188 |
|
|
2021
Q3 | $219K | Sell |
4,890
-701
| -13% | -$31.4K | 0.02% | 173 |
|
|
2021
Q2 | $280K | Buy |
+5,591
| New | +$280K | 0.03% | 162 |
|
|
2019
Q3 | – | Sell |
-159
| Closed | -$7K | – | 743 |
|
|
2019
Q2 | $7K | Buy |
+159
| New | +$7K | ﹤0.01% | 667 |
|