Kingsview 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
$2.46M Buy
26,402
+989
+4% +$92.3K 0.04% 393
2025
Q1
$1.85M Buy
25,413
+1,138
+5% +$82.9K 0.03% 404
2024
Q4
$1.46M Buy
24,275
+7,894
+48% +$476K 0.03% 464
2024
Q3
$1.23M Buy
16,381
+2,546
+18% +$191K 0.03% 484
2024
Q2
$1.01M Buy
13,835
+1,051
+8% +$76.4K 0.02% 506
2024
Q1
$984K Buy
12,784
+680
+6% +$52.4K 0.02% 501
2023
Q4
$745K Buy
12,104
+2,460
+26% +$151K 0.02% 547
2023
Q3
$444K Buy
9,644
+3,254
+51% +$150K 0.02% 650
2023
Q2
$276K Sell
6,390
-110
-2% -$4.75K 0.01% 768
2023
Q1
$206K Buy
+6,500
New +$206K 0.01% 824
2022
Q2
Sell
-9,096
Closed -$325K 919
2022
Q1
$325K Sell
9,096
-3,837
-30% -$137K 0.01% 677
2021
Q4
$542K Sell
12,933
-1,526
-11% -$64K 0.02% 545
2021
Q3
$648K Sell
14,459
-8,462
-37% -$379K 0.03% 487
2021
Q2
$1.16M Buy
22,921
+4,689
+26% +$237K 0.06% 335
2021
Q1
$1.05M Buy
18,232
+10,455
+134% +$602K 0.06% 321
2020
Q4
$397K Buy
+7,777
New +$397K 0.03% 495