Marcum Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $201K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $341K | Buy |
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|
2020
Q3 | $233K | Buy |
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