Signature Wealth Management Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Hold |
5,710
| – | – | 0.3% | 60 |
|
|
2025
Q1 | $416K | Buy |
5,710
+750
| +15% | +$54.6K | 0.27% | 69 |
|
|
2024
Q4 | $299K | Hold |
4,960
| – | – | 0.21% | 81 |
|
|
2024
Q3 | $373K | Hold |
4,960
| – | – | 0.27% | 67 |
|
|
2024
Q2 | $360K | Sell |
4,960
-1,450
| -23% | -$105K | 0.27% | 70 |
|
|
2024
Q1 | $494K | Sell |
6,410
-225
| -3% | -$17.3K | 0.4% | 57 |
|
|
2023
Q4 | $409K | Sell |
6,635
-2,275
| -26% | -$140K | 0.36% | 59 |
|
|
2023
Q3 | $410K | Hold |
8,910
| – | – | 0.4% | 56 |
|
|
2023
Q2 | $385K | Sell |
8,910
-1,300
| -13% | -$56.1K | 0.36% | 60 |
|
|
2023
Q1 | $324K | Buy |
10,210
+1,000
| +11% | +$31.7K | 0.3% | 73 |
|
|
2022
Q4 | $228K | Hold |
9,210
| – | – | 0.22% | 88 |
|
|
2022
Q3 | $244K | Sell |
9,210
-1,800
| -16% | -$47.7K | 0.27% | 80 |
|
|
2022
Q2 | $225K | Buy |
11,010
+200
| +2% | +$4.09K | 0.23% | 89 |
|
|
2022
Q1 | $386K | Buy |
+10,810
| New | +$386K | 0.33% | 69 |
|
|
2021
Q4 | – | Sell |
-4,960
| Closed | -$222K | – | 116 |
|
|
2021
Q3 | $222K | Buy |
4,960
+950
| +24% | +$42.5K | 0.2% | 100 |
|
|
2021
Q2 | $201K | Buy |
+4,010
| New | +$201K | 0.18% | 104 |
|