Journey Strategic Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26M | Buy |
13,489
+9,965
| +283% | +$930K | 0.04% | 131 |
|
2025
Q1 | $257K | Buy |
+3,524
| New | +$257K | 0.01% | 384 |
|
2024
Q4 | – | Sell |
-3,363
| Closed | -$253K | – | 555 |
|
2024
Q3 | $253K | Buy |
+3,363
| New | +$253K | 0.01% | 382 |
|
2023
Q2 | – | Sell |
-15,250
| Closed | -$483K | – | 267 |
|
2023
Q1 | $483K | Buy |
+15,250
| New | +$483K | 0.05% | 107 |
|
2022
Q2 | – | Sell |
-7,500
| Closed | -$268K | – | 210 |
|
2022
Q1 | $268K | Sell |
7,500
-4,000
| -35% | -$143K | 0.03% | 112 |
|
2021
Q4 | $482K | Buy |
+11,500
| New | +$482K | 0.05% | 73 |
|