Pinnacle Wealth Planning Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
11,765
+1,539
| +15% | +$144K | 0.14% | 90 |
|
|
2025
Q1 | $745K | Buy |
10,226
+935
| +10% | +$68.1K | 0.11% | 106 |
|
|
2024
Q4 | $560K | Sell |
9,291
-5,060
| -35% | -$305K | 0.08% | 142 |
|
|
2024
Q3 | $1.08M | Sell |
14,351
-17
| -0.1% | -$1.28K | 0.15% | 94 |
|
|
2024
Q2 | $1.04M | Buy |
14,368
+1,060
| +8% | +$77K | 0.15% | 89 |
|
|
2024
Q1 | $1.02M | Buy |
13,308
+4,153
| +45% | +$320K | 0.15% | 98 |
|
|
2023
Q4 | $564K | Buy |
9,155
+502
| +6% | +$30.9K | 0.09% | 157 |
|
|
2023
Q3 | $398K | Buy |
8,653
+1,580
| +22% | +$72.7K | 0.07% | 200 |
|
|
2023
Q2 | $305K | Sell |
7,073
-306
| -4% | -$13.2K | 0.05% | 255 |
|
|
2023
Q1 | $234K | Buy |
+7,379
| New | +$234K | 0.04% | 331 |
|
|
2022
Q2 | – | Sell |
-6,032
| Closed | -$215K | – | 475 |
|
|
2022
Q1 | $215K | Sell |
6,032
-653
| -10% | -$23.3K | 0.04% | 357 |
|
|
2021
Q4 | $281K | Buy |
6,685
+357
| +6% | +$15K | 0.05% | 267 |
|
|
2021
Q3 | $283K | Sell |
6,328
-612
| -9% | -$27.4K | 0.06% | 251 |
|
|
2021
Q2 | $347K | Buy |
6,940
+1,633
| +31% | +$81.7K | 0.08% | 201 |
|
|
2021
Q1 | $289K | Sell |
5,307
-252
| -5% | -$13.7K | 0.07% | 222 |
|
|
2020
Q4 | $284K | Buy |
+5,559
| New | +$284K | 0.07% | 206 |
|