Institute for 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 | $431K | Sell |
4,623
-2,015
| -30% | -$188K | 0.05% | 341 |
|
|
2025
Q1 | $484K | Buy |
6,638
+32
| +0.5% | +$2.33K | 0.06% | 296 |
|
|
2024
Q4 | $398K | Buy |
6,606
+155
| +2% | +$9.35K | 0.05% | 336 |
|
|
2024
Q3 | $485K | Buy |
6,451
+1,655
| +35% | +$124K | 0.06% | 306 |
|
|
2024
Q2 | $349K | Buy |
4,796
+585
| +14% | +$42.5K | 0.05% | 360 |
|
|
2024
Q1 | $324K | Sell |
4,211
-2,918
| -41% | -$225K | 0.04% | 370 |
|
|
2023
Q4 | $439K | Buy |
+7,129
| New | +$439K | 0.07% | 292 |
|