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 |
|