Mowery & Schoenfeld 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 | – | Sell |
-100
| Closed | -$7.29K | – | 456 |
|
|
2025
Q1 | $7.29K | Sell |
100
-368
| -79% | -$26.8K | 0.01% | 290 |
|
|
2024
Q4 | $28.2K | Sell |
468
-605
| -56% | -$36.5K | 0.05% | 153 |
|
|
2024
Q3 | $80.6K | Buy |
1,073
+750
| +232% | +$56.4K | 0.13% | 73 |
|
|
2024
Q2 | $23.5K | Hold |
323
| – | – | 0.03% | 136 |
|
|
2024
Q1 | $24.9K | Sell |
323
-166
| -34% | -$12.8K | 0.05% | 103 |
|
|
2023
Q4 | $30.1K | Buy |
+489
| New | +$30.1K | 0.06% | 85 |
|