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 |
|