JPWM
Jamison Private Wealth Management’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
4,442
+25
| +0.6% | +$2.33K | 0.06% | 160 |
|
|
2025
Q1 | $322K | Hold |
4,417
| – | – | 0.05% | 170 |
|
|
2024
Q4 | $266K | Buy |
4,417
+2,150
| +95% | +$130K | 0.04% | 185 |
|
|
2024
Q3 | $170K | Sell |
2,267
-209
| -8% | -$15.7K | 0.03% | 199 |
|
|
2024
Q2 | $180K | Buy |
2,476
+32
| +1% | +$2.33K | 0.03% | 180 |
|
|
2024
Q1 | $188K | Hold |
2,444
| – | – | 0.03% | 180 |
|
|
2023
Q4 | $150K | Hold |
2,444
| – | – | 0.03% | 185 |
|
|
2023
Q3 | $112K | Buy |
+2,444
| New | +$112K | 0.02% | 193 |
|