Lyell 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 | $17.3M | Buy |
185,905
+9,540
| +5% | +$890K | 1.37% | 20 |
|
|
2025
Q1 | $12.8M | Buy |
176,365
+13,263
| +8% | +$966K | 1.2% | 25 |
|
|
2024
Q4 | $9.84M | Buy |
163,102
+26,986
| +20% | +$1.63M | 0.88% | 37 |
|
|
2024
Q3 | $10.2M | Buy |
136,116
+11,474
| +9% | +$862K | 0.93% | 36 |
|
|
2024
Q2 | $9.06M | Buy |
+124,642
| New | +$9.06M | 0.86% | 38 |
|
|
2022
Q2 | – | Sell |
-7,650
| Closed | -$273K | – | 201 |
|
|
2022
Q1 | $273K | Hold |
7,650
| – | – | 0.04% | 178 |
|
|
2021
Q4 | $321K | Sell |
7,650
-6,000
| -44% | -$252K | 0.04% | 162 |
|
|
2021
Q3 | $612K | Buy |
13,650
+2,000
| +17% | +$89.7K | 0.07% | 124 |
|
|
2021
Q2 | $584K | Hold |
11,650
| – | – | 0.07% | 127 |
|
|
2021
Q1 | $635K | Hold |
11,650
| – | – | 0.09% | 120 |
|
|
2020
Q4 | $594K | Hold |
11,650
| – | – | 0.09% | 100 |
|
|
2020
Q3 | $425K | Buy |
+11,650
| New | +$425K | 0.08% | 100 |
|