LSPW
Lake Street Private Wealth’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Buy |
78,619
+162
| +0.2% | +$15.1K | 1.04% | 25 |
|
|
2025
Q1 | $5.72M | Buy |
78,457
+2,415
| +3% | +$176K | 0.93% | 27 |
|
|
2024
Q4 | $4.59M | Buy |
76,042
+19,271
| +34% | +$1.16M | 0.73% | 43 |
|
|
2024
Q3 | $4.27M | Sell |
56,771
-61,742
| -52% | -$4.64M | 0.68% | 41 |
|
|
2024
Q2 | $8.61M | Buy |
118,513
+8,449
| +8% | +$614K | 1.12% | 15 |
|
|
2024
Q1 | $8.47M | Buy |
110,064
+2,701
| +3% | +$208K | 1.17% | 15 |
|
|
2023
Q4 | $6.61M | Buy |
107,363
+25,963
| +32% | +$1.6M | 1.04% | 18 |
|
|
2023
Q3 | $3.76M | Buy |
81,400
+4,819
| +6% | +$222K | 0.68% | 39 |
|
|
2023
Q2 | $3.31M | Buy |
76,581
+47,721
| +165% | +$2.06M | 0.58% | 46 |
|
|
2023
Q1 | $915K | Buy |
28,860
+486
| +2% | +$15.4K | 0.17% | 135 |
|
|
2022
Q4 | $702K | Buy |
28,374
+135
| +0.5% | +$3.34K | 0.15% | 150 |
|
|
2022
Q3 | $748K | Sell |
28,239
-9,324
| -25% | -$247K | 0.17% | 131 |
|
|
2022
Q2 | $769K | Sell |
37,563
-51,218
| -58% | -$1.05M | 0.16% | 134 |
|
|
2022
Q1 | $3.17M | Buy |
88,781
+7,070
| +9% | +$252K | 0.57% | 49 |
|
|
2021
Q4 | $3.43M | Buy |
81,711
+19,576
| +32% | +$821K | 0.6% | 41 |
|
|
2021
Q3 | $2.78M | Buy |
62,135
+7,599
| +14% | +$340K | 0.68% | 45 |
|
|
2021
Q2 | $2.76M | Buy |
54,536
+6,178
| +13% | +$313K | 0.7% | 42 |
|
|
2021
Q1 | $2.64M | Buy |
48,358
+2,618
| +6% | +$143K | 0.73% | 41 |
|
|
2020
Q4 | $2.33M | Sell |
45,740
-502
| -1% | -$25.6K | 0.67% | 42 |
|
|
2020
Q3 | $1.69M | Buy |
46,242
+7,191
| +18% | +$262K | 0.57% | 53 |
|
|
2020
Q2 | $1.21M | Sell |
39,051
-102
| -0.3% | -$3.17K | 0.45% | 64 |
|
|
2020
Q1 | $1.09M | Buy |
39,153
+3,534
| +10% | +$98.7K | 0.5% | 66 |
|
|
2019
Q4 | $1.06M | Buy |
35,619
+27,694
| +349% | +$823K | 0.41% | 80 |
|
|
2019
Q3 | $241K | Buy |
7,925
+525
| +7% | +$16K | 0.11% | 138 |
|
|
2019
Q2 | $343K | Buy |
+7,400
| New | +$343K | 0.2% | 94 |
|