Palo Alto Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $660K | Buy |
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|
2025
Q2 | $653K | Buy |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $628K | Buy |
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|
2024
Q2 | $538K | Hold |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $542K | Hold |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $596K | Sell |
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|
2023
Q1 | $564K | Hold |
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|
2022
Q4 | $440K | Buy |
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