Global Wealth Management Investment Advisory’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.88M	Sell	41,617 -9,311	-18%	-$869K	0.73%	51
2025 Q1	$3.71M	Buy	50,928 +3,376	+7%	+$246K	0.74%	47
2024 Q4	$2.87M	Buy	47,552 +10,020	+27%	+$604K	0.59%	56
2024 Q3	$2.82M	Buy	37,532 +106	+0.3%	+$7.97K	0.61%	53
2024 Q2	$2.72M	Buy	37,426 +2,696	+8%	+$196K	0.63%	54
2024 Q1	$2.67M	Sell	34,730 -1,365	-4%	-$105K	0.66%	52
2023 Q4	$2.22M	Sell	36,095 -108	-0.3%	-$6.65K	0.57%	56
2023 Q3	$1.66M	Buy	36,203 +1,931	+6%	+$88.8K	0.47%	64
2023 Q2	$1.48M	Buy	34,272 +2,885	+9%	+$125K	0.41%	68
2023 Q1	$995K	Buy	31,387 +99	+0.3%	+$3.14K	0.3%	83
2022 Q4	$774K	Sell	31,288 -10,727	-26%	-$265K	0.25%	89
2022 Q3	$1.11M	Sell	42,015 -1,315	-3%	-$34.8K	0.4%	74
2022 Q2	$887K	Buy	43,330 +14,031	+48%	+$287K	0.3%	82
2022 Q1	$1.05M	Buy	29,299 +3,281	+13%	+$117K	0.31%	81
2021 Q4	$1.09M	Buy	26,018 +11,875	+84%	+$498K	0.33%	78
2021 Q3	$634K	Buy	14,143 +2,545	+22%	+$114K	0.2%	92
2021 Q2	$581K	Buy	11,598 +1,456	+14%	+$72.9K	0.19%	95
2021 Q1	$553K	Buy	10,142 +1,379	+16%	+$75.2K	0.2%	91
2020 Q4	$447K	Buy	8,763 +698	+9%	+$35.6K	0.17%	92
2020 Q3	$294K	Buy	8,065 +5,903	+273%	+$215K	0.13%	98
2020 Q2	$67K	Buy	2,162 +977	+82%	+$30.3K	0.03%	170
2020 Q1	$33K	Buy	1,185 +740	+166%	+$20.6K	0.02%	203
2019 Q4	$13K	Sell	445 -50	-10%	-$1.46K	0.01%	320
2019 Q3	$15K	Buy	495 +35	+8%	+$1.06K	0.01%	281
2019 Q2	$21K	Buy	+460	New	+$21K	0.01%	272