KJWM
Kiley Juergens Wealth Management’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
36,319
+971
| +3% | +$90.6K | 0.78% | 29 |
|
|
2025
Q1 | $2.58M | Buy |
35,348
+7,031
| +25% | +$512K | 0.69% | 32 |
|
|
2024
Q4 | $1.71M | Sell |
28,317
-1,475
| -5% | -$89K | 0.43% | 40 |
|
|
2024
Q3 | $2.24M | Buy |
+29,792
| New | +$2.24M | 0.58% | 36 |
|
|
2021
Q4 | – | Sell |
-11,694
| Closed | -$523K | – | 72 |
|
|
2021
Q3 | $523K | Sell |
11,694
-7,517
| -39% | -$336K | 0.23% | 59 |
|
|
2021
Q2 | $962K | Buy |
+19,211
| New | +$962K | 0.44% | 43 |
|