HB 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 | $13.8M | Sell |
147,503
-19,618
| -12% | -$1.83M | 0.11% | 101 |
|
|
2025
Q1 | $12.2M | Buy |
167,121
+131,072
| +364% | +$9.55M | 0.1% | 111 |
|
|
2024
Q4 | $2.18M | Sell |
36,049
-386
| -1% | -$23.3K | 0.02% | 268 |
|
|
2024
Q3 | $2.74M | Buy |
36,435
+5,980
| +20% | +$449K | 0.03% | 230 |
|
|
2024
Q2 | $2.21M | Buy |
30,455
+5,607
| +23% | +$408K | 0.03% | 248 |
|
|
2024
Q1 | $1.91M | Buy |
24,848
+2,760
| +12% | +$212K | 0.02% | 255 |
|
|
2023
Q4 | $1.36M | Buy |
22,088
+2,484
| +13% | +$153K | 0.02% | 279 |
|
|
2023
Q3 | $902K | Buy |
19,604
+2,015
| +11% | +$92.7K | 0.01% | 310 |
|
|
2023
Q2 | $759K | Buy |
17,589
+2,377
| +16% | +$103K | 0.01% | 332 |
|
|
2023
Q1 | $482K | Sell |
15,212
-1,035
| -6% | -$32.8K | 0.01% | 421 |
|
|
2022
Q4 | $402K | Buy |
16,247
+2,650
| +19% | +$65.5K | 0.01% | 446 |
|
|
2022
Q3 | $360K | Buy |
+13,597
| New | +$360K | 0.01% | 402 |
|
|
2022
Q2 | – | Sell |
-8,316
| Closed | -$297K | – | 622 |
|
|
2022
Q1 | $297K | Buy |
8,316
+2,831
| +52% | +$101K | 0.01% | 456 |
|
|
2021
Q4 | $230K | Buy |
+5,485
| New | +$230K | ﹤0.01% | 454 |
|