Meridian 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
$795K Sell
8,518
-4,996
-37% -$466K 0.03% 356
2025
Q1
$985K Sell
13,514
-47
-0.3% -$3.42K 0.05% 296
2024
Q4
$818K Buy
13,561
+4,699
+53% +$283K 0.04% 327
2024
Q3
$666K Sell
8,862
-3,571
-29% -$268K 0.03% 363
2024
Q2
$904K Buy
+12,433
New +$904K 0.11% 121
2024
Q1
Sell
-12,765
Closed -$786K 526
2023
Q4
$786K Buy
12,765
+3,733
+41% +$230K 0.05% 295
2023
Q3
$415K Sell
9,032
-2,248
-20% -$103K 0.03% 399
2023
Q2
$487K Sell
11,280
-15,251
-57% -$658K 0.04% 336
2023
Q1
$841K Buy
+26,531
New +$841K 0.07% 228
2021
Q4
Sell
-5,849
Closed -$262K 418
2021
Q3
$262K Sell
5,849
-13,701
-70% -$614K 0.03% 328
2021
Q2
$980K Sell
19,550
-5,191
-21% -$260K 0.12% 147
2021
Q1
$1.35M Buy
24,741
+19,151
+343% +$1.04M 0.2% 101
2020
Q4
$285K Buy
+5,590
New +$285K 0.05% 262