Palo Alto Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
6,994
+9
| +0.1% | +$840 | 0.25% | 29 |
|
|
2025
Q1 | $641K | Sell |
6,985
-835
| -11% | -$76.6K | 0.25% | 27 |
|
|
2024
Q4 | $472K | Buy |
7,820
+20
| +0.3% | +$1.21K | 0.17% | 31 |
|
|
2024
Q3 | $628K | Buy |
7,800
+400
| +5% | +$32.2K | 0.26% | 24 |
|
|
2024
Q2 | $538K | Hold |
7,400
| – | – | 0.37% | 23 |
|
|
2024
Q1 | $570K | Sell |
7,400
-1,400
| -16% | -$108K | 0.4% | 23 |
|
|
2023
Q4 | $542K | Hold |
8,800
| – | – | 0.41% | 26 |
|
|
2023
Q3 | $405K | Sell |
8,800
-5,000
| -36% | -$230K | 0.34% | 26 |
|
|
2023
Q2 | $596K | Sell |
13,800
-4,000
| -22% | -$173K | 0.48% | 25 |
|
|
2023
Q1 | $564K | Hold |
17,800
| – | – | 0.45% | 30 |
|
|
2022
Q4 | $440K | Buy |
+17,800
| New | +$440K | 0.38% | 30 |
|