HighMark 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 | $266K | Buy |
2,848
+1,006
| +55% | +$93.9K | 0.13% | 61 |
|
|
2025
Q1 | $134K | Buy |
1,842
+81
| +5% | +$5.9K | 0.08% | 74 |
|
|
2024
Q4 | $106K | Sell |
1,761
-1,315
| -43% | -$79.3K | 0.06% | 85 |
|
|
2024
Q3 | $231K | Buy |
3,076
+7
| +0.2% | +$526 | 0.13% | 58 |
|
|
2024
Q2 | $223K | Buy |
3,069
+40
| +1% | +$2.91K | 0.13% | 58 |
|
|
2024
Q1 | $236K | Sell |
3,029
-556
| -16% | -$43.4K | 0.15% | 53 |
|
|
2023
Q4 | $221K | Buy |
3,585
+42
| +1% | +$2.59K | 0.16% | 52 |
|
|
2023
Q3 | $163K | Sell |
3,543
-169
| -5% | -$7.77K | 0.14% | 51 |
|
|
2023
Q2 | $160K | Sell |
3,712
-379
| -9% | -$16.4K | 0.12% | 59 |
|
|
2023
Q1 | $130K | Hold |
4,091
| – | – | 0.1% | 82 |
|
|
2022
Q4 | $101K | Buy |
4,091
+8
| +0.2% | +$198 | 0.08% | 75 |
|
|
2022
Q3 | $108K | Buy |
4,083
+3
| +0.1% | +$79 | 0.09% | 68 |
|
|
2022
Q2 | $83K | Buy |
4,080
+10
| +0.2% | +$203 | 0.07% | 77 |
|
|
2022
Q1 | $145K | Hold |
4,070
| – | – | 0.1% | 65 |
|
|
2021
Q4 | $171K | Buy |
4,070
+1,795
| +79% | +$75.4K | 0.11% | 62 |
|
|
2021
Q3 | $102K | Sell |
2,275
-23
| -1% | -$1.03K | 0.08% | 77 |
|
|
2021
Q2 | $115K | Hold |
2,298
| – | – | 0.08% | 70 |
|
|
2021
Q1 | $125K | Sell |
2,298
-39
| -2% | -$2.12K | 0.1% | 62 |
|
|
2020
Q4 | $100K | Buy |
2,337
+394
| +20% | +$16.9K | 0.09% | 67 |
|
|
2020
Q3 | $71K | Buy |
1,943
+250
| +15% | +$9.14K | 0.06% | 87 |
|
|
2020
Q2 | $53K | Buy |
1,693
+21
| +1% | +$657 | 0.06% | 77 |
|
|
2020
Q1 | $46K | Buy |
1,672
+74
| +5% | +$2.04K | 0.06% | 70 |
|
|
2019
Q4 | $47K | Buy |
+1,598
| New | +$47K | 0.05% | 82 |
|