Quadrant Private Wealth Management’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
+3,208
New +$299K 0.06% 193
2024
Q4
Sell
-2,964
Closed -$223K 257
2024
Q3
$223K Buy
+2,964
New +$223K 0.06% 221
2024
Q1
Sell
-3,343
Closed -$206K 246
2023
Q4
$206K Sell
3,343
-4,739
-59% -$292K 0.06% 215
2023
Q3
$372K Sell
8,082
-960
-11% -$44.2K 0.13% 143
2023
Q2
$390K Hold
9,042
0.11% 154
2023
Q1
$287K Sell
9,042
-20
-0.2% -$634 0.09% 188
2022
Q4
$224K Buy
+9,062
New +$224K 0.08% 214
2022
Q2
Sell
-7,317
Closed -$261K 222
2022
Q1
$261K Buy
7,317
+2,545
+53% +$90.8K 0.1% 170
2021
Q4
$200K Buy
+4,772
New +$200K 0.07% 194