Icon Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
11,724
+1,087
| +10% | +$101K | 0.08% | 159 |
|
|
2025
Q1 | $775K | Buy |
10,637
+2,967
| +39% | +$216K | 0.06% | 168 |
|
|
2024
Q4 | $463K | Sell |
7,670
-109
| -1% | -$6.58K | 0.04% | 224 |
|
|
2024
Q3 | $585K | Buy |
7,779
+2
| +0% | +$150 | 0.05% | 194 |
|
|
2024
Q2 | $501K | Buy |
7,777
+2,010
| +35% | +$130K | 0.04% | 209 |
|
|
2024
Q1 | $444K | Buy |
5,767
+147
| +3% | +$11.3K | 0.04% | 225 |
|
|
2023
Q4 | $346K | Buy |
+5,620
| New | +$346K | 0.04% | 245 |
|
|
2022
Q4 | – | Sell |
-5,620
| Closed | -$149K | – | 407 |
|
|
2022
Q3 | $149K | Buy |
+5,620
| New | +$149K | 0.02% | 337 |
|