SWM
SeaCrest Wealth Management’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
46,498
-838
| -2% | -$78.2K | 0.47% | 31 |
|
|
2025
Q1 | $3.45M | Buy |
47,336
+787
| +2% | +$57.3K | 0.39% | 40 |
|
|
2024
Q4 | $2.81M | Sell |
46,549
-494
| -1% | -$29.8K | 0.3% | 51 |
|
|
2024
Q3 | $3.54M | Buy |
47,043
+22,773
| +94% | +$1.71M | 0.38% | 40 |
|
|
2024
Q2 | $1.76M | Sell |
24,270
-253
| -1% | -$18.4K | 0.2% | 98 |
|
|
2024
Q1 | $1.89M | Sell |
24,523
-1,789
| -7% | -$138K | 0.23% | 82 |
|
|
2023
Q4 | $1.52M | Sell |
26,312
-4,217
| -14% | -$243K | 0.19% | 112 |
|
|
2023
Q3 | $1.4M | Buy |
30,529
+565
| +2% | +$26K | 0.18% | 111 |
|
|
2023
Q2 | $1.29M | Sell |
29,964
-648
| -2% | -$28K | 0.16% | 133 |
|
|
2023
Q1 | $970K | Buy |
30,612
+3,832
| +14% | +$121K | 0.13% | 174 |
|
|
2022
Q4 | $662K | Buy |
26,780
+2,418
| +10% | +$59.8K | 0.1% | 248 |
|
|
2022
Q3 | $646K | Sell |
24,362
-1,095
| -4% | -$29K | 0.1% | 228 |
|
|
2022
Q2 | $521K | Sell |
25,457
-4,684
| -16% | -$95.9K | 0.07% | 306 |
|
|
2022
Q1 | $1.08M | Buy |
30,141
+7,089
| +31% | +$253K | 0.12% | 177 |
|
|
2021
Q4 | $967K | Buy |
23,052
+3,009
| +15% | +$126K | 0.11% | 190 |
|
|
2021
Q3 | $898K | Sell |
20,043
-679
| -3% | -$30.4K | 0.11% | 201 |
|
|
2021
Q2 | $1.04M | Sell |
20,722
-32
| -0.2% | -$1.6K | 0.13% | 179 |
|
|
2021
Q1 | $1.13M | Sell |
20,754
-631
| -3% | -$34.4K | 0.15% | 149 |
|
|
2020
Q4 | $1.09M | Sell |
21,385
-1,037
| -5% | -$52.9K | 0.15% | 143 |
|
|
2020
Q3 | $818K | Buy |
22,422
+1,236
| +6% | +$45.1K | 0.13% | 174 |
|
|
2020
Q2 | $658K | Buy |
21,186
+619
| +3% | +$19.2K | 0.11% | 205 |
|
|
2020
Q1 | $574K | Buy |
+20,567
| New | +$574K | 0.12% | 185 |
|