HWA
Heartwood Wealth Advisors’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Sell |
6,498
-246
| -4% | -$23K | 0.06% | 103 |
|
|
2025
Q1 | $491K | Buy |
6,744
+1,248
| +23% | +$90.9K | 0.06% | 104 |
|
|
2024
Q4 | $332K | Buy |
5,496
+35
| +0.6% | +$2.11K | 0.04% | 128 |
|
|
2024
Q3 | $410K | Sell |
5,461
-993
| -15% | -$74.6K | 0.05% | 107 |
|
|
2024
Q2 | $469K | Buy |
+6,454
| New | +$469K | 0.06% | 102 |
|