Kingswood Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
20,595
+1,651
| +9% | +$154K | 0.15% | 149 |
|
|
2025
Q1 | $1.38M | Buy |
18,944
+419
| +2% | +$30.5K | 0.13% | 189 |
|
|
2024
Q4 | $1.12M | Sell |
18,525
-3,529
| -16% | -$213K | 0.08% | 243 |
|
|
2024
Q3 | $1.66M | Sell |
22,054
-2,500
| -10% | -$188K | 0.12% | 199 |
|
|
2024
Q2 | $1.78M | Buy |
24,554
+2,553
| +12% | +$186K | 0.16% | 125 |
|
|
2024
Q1 | $1.69M | Buy |
22,001
+5,434
| +33% | +$418K | 0.2% | 128 |
|
|
2023
Q4 | $1.02M | Buy |
+16,567
| New | +$1.02M | 0.12% | 192 |
|