NewEdge Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Sell |
220,159
-146,912
| -40% | -$13.6M | 0.32% | 76 |
|
|
2025
Q1 | $26.7M | Buy |
367,071
+19,831
| +6% | +$1.44M | 0.48% | 56 |
|
|
2024
Q4 | $20.9M | Buy |
347,240
+139,780
| +67% | +$8.43M | 0.36% | 74 |
|
|
2024
Q3 | $15.6M | Buy |
207,460
+9,962
| +5% | +$749K | 0.28% | 91 |
|
|
2024
Q2 | $14.4M | Buy |
197,498
+706
| +0.4% | +$51.3K | 0.31% | 88 |
|
|
2024
Q1 | $13.5M | Sell |
196,792
-84,446
| -30% | -$5.79M | 0.3% | 90 |
|
|
2023
Q4 | $17.3M | Sell |
281,238
-48,103
| -15% | -$2.96M | 0.44% | 65 |
|
|
2023
Q3 | $15.1M | Buy |
329,341
+21,042
| +7% | +$968K | 0.48% | 61 |
|
|
2023
Q2 | $13.3M | Sell |
308,299
-418,242
| -58% | -$18.1M | 0.44% | 66 |
|
|
2023
Q1 | $23M | Buy |
726,541
+5,097
| +0.7% | +$162K | 0.87% | 22 |
|
|
2022
Q4 | $17.8M | Buy |
721,444
+186,518
| +35% | +$4.61M | 0.77% | 33 |
|
|
2022
Q3 | $14.2M | Buy |
534,926
+486,394
| +1,002% | +$12.9M | 0.67% | 40 |
|
|
2022
Q2 | $993K | Buy |
48,532
+6,092
| +14% | +$125K | 0.05% | 288 |
|
|
2022
Q1 | $1.51M | Buy |
42,440
+12,504
| +42% | +$446K | 0.07% | 186 |
|
|
2021
Q4 | $1.26M | Buy |
29,936
+1,661
| +6% | +$69.6K | 0.05% | 215 |
|
|
2021
Q3 | $1.27M | Buy |
28,275
+2,675
| +10% | +$120K | 0.08% | 162 |
|
|
2021
Q2 | $1.28M | Hold |
25,600
| – | – | 0.1% | 155 |
|
|
2021
Q1 | $1.4M | Buy |
+25,600
| New | +$1.4M | 0.14% | 130 |
|