LJI 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 | $2.01M | Buy |
21,522
+9,975
| +86% | +$931K | 0.35% | 32 |
|
|
2025
Q1 | $841K | Buy |
11,547
+7,445
| +181% | +$542K | 0.17% | 55 |
|
|
2024
Q4 | $247K | Buy |
4,102
+56
| +1% | +$3.38K | 0.05% | 152 |
|
|
2024
Q3 | $304K | Hold |
4,046
| – | – | 0.06% | 146 |
|
|
2024
Q2 | $294K | Buy |
+4,046
| New | +$294K | 0.07% | 144 |
|
|
2024
Q1 | – | Sell |
-3,898
| Closed | -$240K | – | 172 |
|
|
2023
Q4 | $240K | Buy |
+3,898
| New | +$240K | 0.06% | 146 |
|