Sendero 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
$6.58M Buy
70,493
+6,239
+10% +$582K 0.82% 26
2025
Q1
$4.68M Buy
64,254
+9,113
+17% +$664K 0.65% 34
2024
Q4
$3.33M Buy
55,141
+12,185
+28% +$735K 0.5% 42
2024
Q3
$3.23M Buy
42,956
+1,133
+3% +$85.2K 0.51% 42
2024
Q2
$3.04M Buy
41,823
+5,957
+17% +$433K 0.51% 40
2024
Q1
$2.76M Buy
+35,866
New +$2.76M 0.47% 45