Lyell Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
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2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $9.84M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $9.06M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $612K | Buy |
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|
2021
Q2 | $584K | Hold |
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|
2021
Q1 | $635K | Hold |
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|
2020
Q4 | $594K | Hold |
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|
2020
Q3 | $425K | Buy |
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