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 |
|