Kathleen S. Wright Associates’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
2,311
| – | – | 0.08% | 106 |
|
|
2025
Q1 | $168K | Hold |
2,311
| – | – | 0.07% | 113 |
|
|
2024
Q4 | $139K | Hold |
2,311
| – | – | 0.06% | 116 |
|
|
2024
Q3 | $174K | Hold |
2,311
| – | – | 0.07% | 114 |
|
|
2024
Q2 | $168K | Sell |
2,311
-362
| -14% | -$26.3K | 0.08% | 111 |
|
|
2024
Q1 | $206K | Hold |
2,673
| – | – | 0.1% | 103 |
|
|
2023
Q4 | $165K | Hold |
2,673
| – | – | 0.08% | 103 |
|
|
2023
Q3 | $123K | Hold |
2,673
| – | – | 0.07% | 104 |
|
|
2023
Q2 | $115K | Hold |
2,673
| – | – | 0.07% | 89 |
|
|
2023
Q1 | $84.7K | Sell |
2,673
-100
| -4% | -$3.17K | 0.06% | 94 |
|
|
2022
Q4 | $69K | Sell |
2,773
-914
| -25% | -$22.7K | 0.05% | 107 |
|
|
2022
Q3 | $98K | Hold |
3,687
| – | – | 0.08% | 98 |
|
|
2022
Q2 | $75K | Sell |
3,687
-75
| -2% | -$1.53K | 0.06% | 96 |
|
|
2022
Q1 | $134K | Sell |
3,762
-3,228
| -46% | -$115K | 0.1% | 89 |
|
|
2021
Q4 | $293K | Buy |
+6,990
| New | +$293K | 0.22% | 70 |
|