NWAM LLC’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
13,289
+32
| +0.2% | +$2.82K | 0.1% | 202 |
|
|
2025
Q1 | $966K | Buy |
13,257
+3,105
| +31% | +$226K | 0.08% | 215 |
|
|
2024
Q4 | $612K | Sell |
10,152
-407
| -4% | -$24.6K | 0.04% | 339 |
|
|
2024
Q3 | $794K | Buy |
10,559
+562
| +6% | +$42.2K | 0.05% | 303 |
|
|
2024
Q2 | $727K | Sell |
9,997
-6,290
| -39% | -$457K | 0.21% | 66 |
|
|
2024
Q1 | $1.16M | Sell |
16,287
-35,997
| -69% | -$2.57M | 0.09% | 196 |
|
|
2023
Q4 | $3.22M | Sell |
52,284
-12,391
| -19% | -$763K | 0.26% | 90 |
|
|
2023
Q3 | $2.97M | Buy |
64,675
+47,894
| +285% | +$2.2M | 0.3% | 81 |
|
|
2023
Q2 | $724K | Sell |
16,781
-6,393
| -28% | -$276K | 0.06% | 269 |
|
|
2023
Q1 | $735K | Sell |
23,174
-7,077
| -23% | -$224K | 0.07% | 216 |
|
|
2022
Q4 | $748K | Buy |
30,251
+849
| +3% | +$21K | 0.07% | 250 |
|
|
2022
Q3 | $779K | Sell |
29,402
-1,336
| -4% | -$35.4K | 0.07% | 233 |
|
|
2022
Q2 | $686K | Sell |
30,738
-7,031
| -19% | -$157K | 0.06% | 256 |
|
|
2022
Q1 | $1.35M | Buy |
37,769
+3,229
| +9% | +$115K | 0.1% | 193 |
|
|
2021
Q4 | $1.45M | Buy |
34,540
+249
| +0.7% | +$10.4K | 0.11% | 190 |
|
|
2021
Q3 | $1.54M | Buy |
34,291
+4,074
| +13% | +$182K | 0.14% | 162 |
|
|
2021
Q2 | $1.51M | Buy |
30,217
+11,897
| +65% | +$596K | 0.14% | 155 |
|
|
2021
Q1 | $999K | Buy |
+18,320
| New | +$999K | 0.1% | 205 |
|
|
2020
Q3 | – | Sell |
-15,845
| Closed | -$492K | – | 414 |
|
|
2020
Q2 | $492K | Sell |
15,845
-22,148
| -58% | -$688K | 0.07% | 241 |
|
|
2020
Q1 | $1.06K | Buy |
+37,993
| New | +$1.06K | 0.03% | 148 |
|