Robertson Stephens 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
$451K Buy
4,832
+871
+22% +$81.3K 0.01% 379
2025
Q1
$289K Sell
3,961
-984
-20% -$71.7K 0.01% 453
2024
Q4
$298K Sell
4,945
-7,406
-60% -$447K 0.01% 469
2024
Q3
$928K Buy
12,351
+5,878
+91% +$442K 0.03% 291
2024
Q2
$470K Buy
6,473
+370
+6% +$26.9K 0.02% 341
2024
Q1
$470K Sell
6,103
-362
-6% -$27.9K 0.02% 349
2023
Q4
$398K Buy
+6,465
New +$398K 0.02% 342