Focused 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 | $308K | Buy |
3,298
+895
| +37% | +$83.5K | 0.04% | 124 |
|
|
2025
Q1 | $175K | Sell |
2,403
-1,200
| -33% | -$87.4K | 0.02% | 157 |
|
|
2024
Q4 | $217K | Buy |
+3,603
| New | +$217K | 0.03% | 149 |
|
|
2024
Q3 | – | Sell |
-2,384
| Closed | -$173K | – | 238 |
|
|
2024
Q2 | $173K | Sell |
2,384
-308
| -11% | -$22.4K | 0.02% | 146 |
|
|
2024
Q1 | $207K | Buy |
2,692
+308
| +13% | +$23.7K | 0.03% | 141 |
|
|
2023
Q4 | $147K | Buy |
2,384
+475
| +25% | +$29.2K | 0.02% | 163 |
|
|
2023
Q3 | $87.8K | Hold |
1,909
| – | – | 0.02% | 212 |
|
|
2023
Q2 | $82.4K | Sell |
1,909
-100
| -5% | -$4.32K | 0.01% | 233 |
|
|
2023
Q1 | $63.7K | Sell |
2,009
-10,765
| -84% | -$341K | 0.01% | 274 |
|
|
2022
Q4 | $316K | Sell |
12,774
-380
| -3% | -$9.4K | 0.06% | 101 |
|
|
2022
Q3 | $349K | Sell |
13,154
-17
| -0.1% | -$451 | 0.07% | 91 |
|
|
2022
Q2 | $269K | Buy |
13,171
+11,851
| +898% | +$242K | 0.05% | 115 |
|
|
2022
Q1 | $47K | Sell |
1,320
-4,738
| -78% | -$169K | 0.01% | 316 |
|
|
2021
Q4 | $254K | Buy |
6,058
+101
| +2% | +$4.24K | 0.04% | 152 |
|
|
2021
Q3 | $267K | Buy |
5,957
+5,812
| +4,008% | +$261K | 0.04% | 141 |
|
|
2021
Q2 | $7K | Buy |
145
+6
| +4% | +$290 | ﹤0.01% | 628 |
|
|
2021
Q1 | $8K | Buy |
139
+35
| +34% | +$2.01K | ﹤0.01% | 592 |
|
|
2020
Q4 | $5K | Sell |
104
-1
| -1% | -$48 | ﹤0.01% | 627 |
|
|
2020
Q3 | $4K | Sell |
105
-15
| -13% | -$571 | ﹤0.01% | 603 |
|
|
2020
Q2 | $4K | Sell |
120
-4,399
| -97% | -$147K | ﹤0.01% | 577 |
|
|
2020
Q1 | $126K | Buy |
4,519
+4,491
| +16,039% | +$125K | 0.04% | 163 |
|
|
2019
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 661 |
|