Forefront 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 | – | Sell |
-31,713
| Closed | -$2.31M | – | 63 |
|
2025
Q1 | $2.31M | Buy |
+31,713
| New | +$2.31M | 2.14% | 21 |
|
2023
Q2 | – | Sell |
-6,384
| Closed | -$202K | – | 45 |
|
2023
Q1 | $202K | Buy |
+6,384
| New | +$202K | 0.26% | 42 |
|
2022
Q4 | – | Sell |
-7,864
| Closed | -$208K | – | 46 |
|
2022
Q3 | $208K | Buy |
+7,864
| New | +$208K | 0.29% | 42 |
|
2022
Q2 | – | Sell |
-9,618
| Closed | -$343K | – | 55 |
|
2022
Q1 | $343K | Buy |
9,618
+4,085
| +74% | +$146K | 0.34% | 38 |
|
2021
Q4 | $232K | Buy |
+5,533
| New | +$232K | 0.22% | 48 |
|