Pasadena Private 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 | $282K | Hold |
3,018
| – | – | 0.05% | 151 |
|
|
2025
Q1 | $220K | Buy |
+3,018
| New | +$220K | 0.04% | 168 |
|
|
2024
Q4 | – | Sell |
-3,250
| Closed | -$244K | – | 159 |
|
|
2024
Q3 | $244K | Hold |
3,250
| – | – | 0.05% | 128 |
|
|
2024
Q2 | $236K | Hold |
3,250
| – | – | 0.05% | 124 |
|
|
2024
Q1 | $250K | Hold |
3,250
| – | – | 0.06% | 120 |
|
|
2023
Q4 | $200K | Buy |
+3,250
| New | +$200K | 0.05% | 138 |
|
|
2023
Q1 | – | Sell |
-3,250
| Closed | -$80.4K | – | 117 |
|
|
2022
Q4 | $80.4K | Buy |
3,250
+1,800
| +124% | +$44.5K | 0.02% | 95 |
|
|
2022
Q3 | $38K | Sell |
1,450
-180
| -11% | -$4.72K | 0.01% | 85 |
|
|
2022
Q2 | $33K | Buy |
+1,630
| New | +$33K | 0.01% | 87 |
|
|
2022
Q1 | – | Sell |
-1,465
| Closed | -$61K | – | 115 |
|
|
2021
Q4 | $61K | Buy |
1,465
+75
| +5% | +$3.12K | 0.02% | 106 |
|
|
2021
Q3 | $62K | Buy |
+1,390
| New | +$62K | 0.02% | 87 |
|
|
2020
Q3 | – | Sell |
-1,350
| Closed | -$42K | – | 82 |
|
|
2020
Q2 | $42K | Buy |
+1,350
| New | +$42K | 0.02% | 66 |
|