Integrated Wealth Concepts’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
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|
2025
Q1 | $4.46M | Buy |
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|
2024
Q4 | $2.93M | Buy |
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|
2024
Q3 | $2.73M | Sell |
|
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|
2024
Q2 | $2.71M | Buy |
|
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|
2024
Q1 | $2.54M | Buy |
|
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|
2023
Q4 | $1.49M | Sell |
|
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|
2023
Q3 | $1.29M | Buy |
|
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|
2023
Q2 | $1.18M | Buy |
|
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|
2023
Q1 | $797K | Buy |
|
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|
2022
Q4 | $396K | Sell |
|
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|
2022
Q3 | $446K | Buy |
|
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|
2022
Q2 | $336K | Sell |
|
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|
2022
Q1 | $600K | Buy |
|
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|
2021
Q4 | $684K | Buy |
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|
2021
Q3 | $715K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $256K | Buy |
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