QP Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.54M | Sell |
33,425
-6,495
| -16% | -$299K | 2.68% | 10 |
|
|
2023
Q2 | $1.72M | Sell |
39,920
-1,235
| -3% | -$53.3K | 2.73% | 10 |
|
|
2023
Q1 | $1.3M | Buy |
41,155
+22,659
| +123% | +$718K | 2.14% | 14 |
|
|
2022
Q4 | $457K | Sell |
18,496
-35,500
| -66% | -$878K | 0.71% | 37 |
|
|
2022
Q3 | $1.43M | Buy |
53,996
+3,867
| +8% | +$102K | 2.05% | 18 |
|
|
2022
Q2 | $1.03M | Sell |
50,129
-7,550
| -13% | -$155K | 1.41% | 25 |
|
|
2022
Q1 | $2.06M | Buy |
57,679
+42,204
| +273% | +$1.51M | 2.3% | 15 |
|
|
2021
Q4 | $649K | Sell |
15,475
-48,466
| -76% | -$2.03M | 0.69% | 40 |
|
|
2021
Q3 | $2.87M | Hold |
63,941
| – | – | 3.07% | 12 |
|
|
2021
Q2 | $3.21M | Sell |
63,941
-6,003
| -9% | -$301K | 3.28% | 10 |
|
|
2021
Q1 | $3.81M | Sell |
69,944
-4,804
| -6% | -$262K | 4.15% | 6 |
|
|
2020
Q4 | $3.81M | Sell |
74,748
-1,829
| -2% | -$93.3K | 4.21% | 7 |
|
|
2020
Q3 | $2.79M | Sell |
76,577
-4,008
| -5% | -$146K | 3.58% | 9 |
|
|
2020
Q2 | $2.51M | Sell |
80,585
-15
| -0% | -$466 | 3.46% | 8 |
|
|
2020
Q1 | $2.28M | Buy |
80,600
+13,805
| +21% | +$391K | 3.31% | 7 |
|
|
2019
Q4 | $2.45M | Buy |
+66,795
| New | +$2.45M | 2.99% | 7 |
|