Jeppson 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 | $1.5M | Sell |
16,097
-225
| -1% | -$21K | 0.52% | 48 |
|
|
2025
Q1 | $1.19M | Sell |
16,322
-67
| -0.4% | -$4.88K | 0.44% | 59 |
|
|
2024
Q4 | $989K | Buy |
16,389
+110
| +0.7% | +$6.64K | 0.36% | 72 |
|
|
2024
Q3 | $1.22M | Sell |
16,279
-37
| -0.2% | -$2.78K | 0.44% | 63 |
|
|
2024
Q2 | $1.19M | Sell |
16,316
-40
| -0.2% | -$2.91K | 0.45% | 58 |
|
|
2024
Q1 | $1.26M | Sell |
16,356
-616
| -4% | -$47.4K | 0.49% | 58 |
|
|
2023
Q4 | $1.04M | Sell |
16,972
-118
| -0.7% | -$7.27K | 0.43% | 69 |
|
|
2023
Q3 | $786K | Sell |
17,090
-195
| -1% | -$8.97K | 0.36% | 76 |
|
|
2023
Q2 | $746K | Sell |
17,285
-1,409
| -8% | -$60.8K | 0.32% | 79 |
|
|
2023
Q1 | $593K | Sell |
18,694
-4,801
| -20% | -$152K | 0.26% | 97 |
|
|
2022
Q4 | $581K | Buy |
23,495
+2,064
| +10% | +$51K | 0.24% | 93 |
|
|
2022
Q3 | $568K | Sell |
21,431
-215
| -1% | -$5.7K | 0.26% | 91 |
|
|
2022
Q2 | $443K | Sell |
21,646
-4,772
| -18% | -$97.7K | 0.19% | 105 |
|
|
2022
Q1 | $942K | Buy |
26,418
+1,151
| +5% | +$41K | 0.44% | 59 |
|
|
2021
Q4 | $1.06M | Buy |
25,267
+559
| +2% | +$23.4K | 0.51% | 50 |
|
|
2021
Q3 | $1.11M | Buy |
24,708
+90
| +0.4% | +$4.03K | 0.58% | 42 |
|
|
2021
Q2 | $1.23M | Sell |
24,618
-1,241
| -5% | -$62.2K | 0.67% | 34 |
|
|
2021
Q1 | $1.41M | Sell |
25,859
-830
| -3% | -$45.2K | 0.84% | 26 |
|
|
2020
Q4 | $1.36M | Buy |
26,689
+4,049
| +18% | +$206K | 0.9% | 23 |
|
|
2020
Q3 | $826K | Buy |
+22,640
| New | +$826K | 0.65% | 39 |
|