Glassman Wealth Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,124
| Closed | -$69.2K | – | 1715 |
|
2023
Q4 | $69.2K | Buy |
1,124
+305
| +37% | +$18.8K | 0.01% | 376 |
|
2023
Q3 | $37.7K | Buy |
819
+19
| +2% | +$874 | 0.01% | 488 |
|
2023
Q2 | $34.5K | Sell |
800
-4
| -0.5% | -$173 | 0.01% | 496 |
|
2023
Q1 | $25.5K | Buy |
804
+93
| +13% | +$2.95K | ﹤0.01% | 581 |
|
2022
Q4 | $17.6K | Sell |
711
-3
| -0.4% | -$74 | ﹤0.01% | 696 |
|
2022
Q3 | $19K | Buy |
714
+439
| +160% | +$11.7K | ﹤0.01% | 635 |
|
2022
Q2 | $6K | Sell |
275
-464
| -63% | -$10.1K | ﹤0.01% | 972 |
|
2022
Q1 | $26K | Buy |
739
+128
| +21% | +$4.5K | ﹤0.01% | 567 |
|
2021
Q4 | $26K | Buy |
611
+110
| +22% | +$4.68K | ﹤0.01% | 541 |
|
2021
Q3 | $22K | Buy |
501
+28
| +6% | +$1.23K | ﹤0.01% | 567 |
|
2021
Q2 | $24K | Sell |
473
-268
| -36% | -$13.6K | 0.01% | 530 |
|
2021
Q1 | $40K | Buy |
741
+70
| +10% | +$3.78K | 0.01% | 371 |
|
2020
Q4 | $34K | Buy |
671
+324
| +93% | +$16.4K | 0.01% | 407 |
|
2020
Q3 | $13K | Buy |
347
+139
| +67% | +$5.21K | ﹤0.01% | 555 |
|
2020
Q2 | $6K | Buy |
208
+196
| +1,633% | +$5.65K | ﹤0.01% | 599 |
|
2020
Q1 | $0 | Buy |
12
+8
| +200% | – | ﹤0.01% | 1581 |
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1495 |
|
2019
Q3 | – | Sell |
-6
| Closed | – | – | 1379 |
|
2019
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1371 |
|