J.W. Cole Advisors’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 | $5.06M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.97M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $2.37M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $981K | Buy |
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|
2022
Q4 | $585K | Sell |
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|
2022
Q3 | $685K | Sell |
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|
2022
Q2 | $539K | Buy |
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|
2022
Q1 | $801K | Buy |
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|
2021
Q4 | $835K | Buy |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $702K | Buy |
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|
2021
Q1 | $528K | Buy |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $309K | Buy |
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