Kathleen S. Wright Associates’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Hold |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $168K | Hold |
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|
2024
Q4 | $139K | Hold |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $168K | Sell |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $165K | Hold |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $115K | Hold |
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|
2023
Q1 | $84.7K | Sell |
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|
2022
Q4 | $69K | Sell |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $134K | Sell |
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|
2021
Q4 | $293K | Buy |
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