Golden State 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 | $154K | Buy |
1,647
+593
| +56% | +$55.3K | 0.02% | 404 |
|
|
2025
Q1 | $76.8K | Sell |
1,054
-355
| -25% | -$25.9K | 0.01% | 508 |
|
|
2024
Q4 | $85K | Buy |
+1,409
| New | +$85K | 0.01% | 461 |
|
|
2020
Q4 | – | Sell |
-1,970
| Closed | -$72K | – | 412 |
|
|
2020
Q3 | $72K | Buy |
+1,970
| New | +$72K | 0.02% | 297 |
|
|
2020
Q2 | – | Sell |
-1,970
| Closed | -$55K | – | 845 |
|
|
2020
Q1 | $55K | Buy |
+1,970
| New | +$55K | 0.02% | 348 |
|
|
2019
Q4 | – | Sell |
-4,979
| Closed | -$152K | – | 856 |
|
|
2019
Q3 | $152K | Buy |
4,979
+325
| +7% | +$9.92K | 0.05% | 239 |
|
|
2019
Q2 | $215K | Buy |
+4,654
| New | +$215K | 0.07% | 213 |
|