Horizon Family Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Buy |
8,396
+28
| +0.3% | +$2.61K | 0.48% | 33 |
|
|
2025
Q1 | $610K | Buy |
8,368
+928
| +12% | +$67.6K | 0.41% | 34 |
|
|
2024
Q4 | $449K | Sell |
7,440
-182
| -2% | -$11K | 0.3% | 47 |
|
|
2024
Q3 | $573K | Buy |
7,622
+138
| +2% | +$10.4K | 0.41% | 37 |
|
|
2024
Q2 | $544K | Buy |
7,484
+175
| +2% | +$12.7K | 0.41% | 34 |
|
|
2024
Q1 | $563K | Sell |
7,309
-111
| -1% | -$8.55K | 0.43% | 35 |
|
|
2023
Q4 | $457K | Buy |
7,420
+295
| +4% | +$18.2K | 0.38% | 35 |
|
|
2023
Q3 | $328K | Buy |
7,125
+432
| +6% | +$19.9K | 0.32% | 43 |
|
|
2023
Q2 | $289K | Buy |
6,693
+289
| +5% | +$12.5K | 0.28% | 47 |
|
|
2023
Q1 | $203K | Buy |
+6,404
| New | +$203K | 0.22% | 58 |
|
|
2022
Q2 | – | Sell |
-6,135
| Closed | -$219K | – | 60 |
|
|
2022
Q1 | $219K | Buy |
+6,135
| New | +$219K | 0.22% | 60 |
|