Marcum Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $333K | Buy |
4,575
+344
| +8% | +$25.1K | 0.03% | 263 |
|
|
2024
Q4 | $255K | Sell |
4,231
-315
| -7% | -$19K | 0.02% | 316 |
|
|
2024
Q3 | $342K | Buy |
4,546
+173
| +4% | +$13K | 0.03% | 257 |
|
|
2024
Q2 | $318K | Sell |
4,373
-13
| -0.3% | -$945 | 0.03% | 260 |
|
|
2024
Q1 | $338K | Sell |
4,386
-397
| -8% | -$30.6K | 0.03% | 248 |
|
|
2023
Q4 | $294K | Sell |
4,783
-883
| -16% | -$54.4K | 0.03% | 257 |
|
|
2023
Q3 | $261K | Buy |
5,666
+1,017
| +22% | +$46.8K | 0.03% | 270 |
|
|
2023
Q2 | $201K | Buy |
+4,649
| New | +$201K | 0.02% | 335 |
|
|
2021
Q3 | – | Sell |
-4,267
| Closed | -$214K | – | 379 |
|
|
2021
Q2 | $214K | Sell |
4,267
-185
| -4% | -$9.28K | 0.03% | 270 |
|
|
2021
Q1 | $243K | Sell |
4,452
-2,236
| -33% | -$122K | 0.04% | 252 |
|
|
2020
Q4 | $341K | Buy |
6,688
+300
| +5% | +$15.3K | 0.08% | 93 |
|
|
2020
Q3 | $233K | Buy |
+6,388
| New | +$233K | 0.07% | 100 |
|