Integrated Wealth Concepts’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
70,078
+8,908
| +15% | +$831K | 0.07% | 279 |
|
|
2025
Q1 | $4.46M | Buy |
61,170
+12,654
| +26% | +$922K | 0.05% | 348 |
|
|
2024
Q4 | $2.93M | Buy |
48,516
+12,163
| +33% | +$734K | 0.03% | 441 |
|
|
2024
Q3 | $2.73M | Sell |
36,353
-989
| -3% | -$74.3K | 0.03% | 457 |
|
|
2024
Q2 | $2.71M | Buy |
37,342
+4,414
| +13% | +$321K | 0.04% | 415 |
|
|
2024
Q1 | $2.54M | Buy |
32,928
+8,781
| +36% | +$676K | 0.04% | 436 |
|
|
2023
Q4 | $1.49M | Sell |
24,147
-3,920
| -14% | -$241K | 0.02% | 581 |
|
|
2023
Q3 | $1.29M | Buy |
28,067
+796
| +3% | +$36.6K | 0.02% | 591 |
|
|
2023
Q2 | $1.18M | Buy |
27,271
+2,143
| +9% | +$92.5K | 0.02% | 613 |
|
|
2023
Q1 | $797K | Buy |
25,128
+9,131
| +57% | +$290K | 0.02% | 699 |
|
|
2022
Q4 | $396K | Sell |
15,997
-840
| -5% | -$20.8K | 0.01% | 726 |
|
|
2022
Q3 | $446K | Buy |
16,837
+424
| +3% | +$11.2K | 0.01% | 622 |
|
|
2022
Q2 | $336K | Sell |
16,413
-409
| -2% | -$8.37K | 0.01% | 722 |
|
|
2022
Q1 | $600K | Buy |
16,822
+502
| +3% | +$17.9K | 0.02% | 534 |
|
|
2021
Q4 | $684K | Buy |
16,320
+371
| +2% | +$15.5K | 0.02% | 535 |
|
|
2021
Q3 | $715K | Buy |
+15,949
| New | +$715K | 0.02% | 486 |
|
|
2021
Q2 | – | Sell |
-4,688
| Closed | -$256K | – | 837 |
|
|
2021
Q1 | $256K | Buy |
+4,688
| New | +$256K | 0.01% | 625 |
|