Obermeyer Wealth Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10,698
| Closed | -$645K | – | 276 |
|
2024
Q4 | $645K | Buy |
10,698
+7,606
| +246% | +$459K | 0.03% | 126 |
|
2024
Q3 | $232K | Buy |
3,092
+17
| +0.6% | +$1.28K | 0.01% | 230 |
|
2024
Q2 | $224K | Buy |
+3,075
| New | +$224K | 0.01% | 223 |
|
2022
Q2 | – | Sell |
-7,098
| Closed | -$253K | – | 237 |
|
2022
Q1 | $253K | Hold |
7,098
| – | – | 0.02% | 189 |
|
2021
Q4 | $298K | Sell |
7,098
-40
| -0.6% | -$1.68K | 0.02% | 176 |
|
2021
Q3 | $320K | Sell |
7,138
-15,283
| -68% | -$685K | 0.02% | 161 |
|
2021
Q2 | $1.12M | Sell |
22,421
-1
| -0% | -$50 | 0.06% | 72 |
|
2021
Q1 | $1.22M | Buy |
+22,422
| New | +$1.22M | 0.08% | 64 |
|