Modera 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 | $608K | Buy |
6,517
+712
| +12% | +$66.4K | 0.01% | 410 |
|
|
2025
Q1 | $423K | Buy |
5,805
+226
| +4% | +$16.5K | 0.01% | 458 |
|
|
2024
Q4 | $337K | Buy |
5,579
+422
| +8% | +$25.5K | ﹤0.01% | 494 |
|
|
2024
Q3 | $388K | Buy |
5,157
+597
| +13% | +$44.9K | ﹤0.01% | 454 |
|
|
2024
Q2 | $331K | Buy |
4,560
+5
| +0.1% | +$363 | ﹤0.01% | 460 |
|
|
2024
Q1 | $351K | Buy |
4,555
+254
| +6% | +$19.6K | 0.01% | 451 |
|
|
2023
Q4 | $265K | Buy |
+4,301
| New | +$265K | ﹤0.01% | 488 |
|
|
2022
Q1 | – | Sell |
-6,008
| Closed | -$252K | – | 582 |
|
|
2021
Q4 | $252K | Buy |
+6,008
| New | +$252K | 0.01% | 480 |
|