Pinnacle Wealth Management Advisory Group’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $235K | Buy |
+2,517
| New | +$235K | 0.02% | 335 |
|
2024
Q2 | – | Sell |
-3,247
| Closed | -$250K | – | 363 |
|
2024
Q1 | $250K | Buy |
+3,247
| New | +$250K | 0.03% | 297 |
|
2022
Q2 | – | Sell |
-7,800
| Closed | -$278K | – | 302 |
|
2022
Q1 | $278K | Sell |
7,800
-1,750
| -18% | -$62.4K | 0.04% | 234 |
|
2021
Q4 | $400K | Sell |
9,550
-5,010
| -34% | -$210K | 0.07% | 198 |
|
2021
Q3 | $652K | Sell |
14,560
-5,450
| -27% | -$244K | 0.15% | 125 |
|
2021
Q2 | $1M | Buy |
+20,010
| New | +$1M | 0.24% | 94 |
|