GeoWealth 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 | $1.42M | Buy |
15,247
+1,822
| +14% | +$170K | 0.06% | 194 |
|
2025
Q1 | $978K | Sell |
13,425
-8,279
| -38% | -$603K | 0.04% | 273 |
|
2024
Q4 | $1.31M | Buy |
21,704
+1,761
| +9% | +$106K | 0.04% | 249 |
|
2024
Q3 | $1.5M | Sell |
19,943
-356
| -2% | -$26.8K | 0.05% | 226 |
|
2024
Q2 | $1.48M | Buy |
20,299
+13,734
| +209% | +$998K | 0.06% | 202 |
|
2024
Q1 | $505K | Buy |
+6,565
| New | +$505K | 0.02% | 433 |
|