Kolinsky Wealth Management’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$379K Sell
6,275
-1,875
-23% -$113K 0.23% 91
2024
Q3
$613K Buy
8,150
+1,244
+18% +$93.5K 0.4% 52
2024
Q2
$502K Buy
6,906
+87
+1% +$6.32K 0.36% 60
2024
Q1
$525K Buy
6,819
+235
+4% +$18.1K 0.4% 57
2023
Q4
$405K Buy
6,584
+1,930
+41% +$119K 0.36% 70
2023
Q3
$214K Buy
+4,654
New +$214K 0.21% 119