SW
SkyOak Wealth’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
+15,719
| New | +$1.47M | 0.29% | 68 |
|
|
2024
Q3 | – | Sell |
-15,083
| Closed | -$1.1M | – | 265 |
|
|
2024
Q2 | $1.1M | Sell |
15,083
-1,185
| -7% | -$86.1K | 0.26% | 71 |
|
|
2024
Q1 | $1.25M | Sell |
16,268
-3,370
| -17% | -$259K | 0.3% | 68 |
|
|
2023
Q4 | $1.21M | Sell |
19,638
-23,391
| -54% | -$1.44M | 0.31% | 67 |
|
|
2023
Q3 | $1.98M | Buy |
43,029
+16,110
| +60% | +$741K | 0.58% | 47 |
|
|
2023
Q2 | $1.16M | Buy |
26,919
+14,914
| +124% | +$644K | 0.33% | 62 |
|
|
2023
Q1 | $381K | Buy |
12,005
+5
| +0% | +$159 | 0.12% | 138 |
|
|
2022
Q4 | $297K | Hold |
12,000
| – | – | 0.1% | 160 |
|
|
2022
Q3 | $318K | Hold |
12,000
| – | – | 0.11% | 144 |
|
|
2022
Q2 | $246K | Hold |
12,000
| – | – | 0.08% | 176 |
|
|
2022
Q1 | $428K | Hold |
12,000
| – | – | 0.12% | 142 |
|
|
2021
Q4 | $503K | Hold |
12,000
| – | – | 0.13% | 135 |
|
|
2021
Q3 | $538K | Sell |
12,000
-154
| -1% | -$6.9K | 0.15% | 125 |
|
|
2021
Q2 | $609K | Sell |
12,154
-12,081
| -50% | -$605K | 0.16% | 114 |
|
|
2021
Q1 | $1.42M | Buy |
24,235
+542
| +2% | +$31.7K | 0.39% | 69 |
|
|
2020
Q4 | $1.21M | Buy |
23,693
+11,693
| +97% | +$596K | 0.38% | 73 |
|
|
2020
Q3 | $438K | Sell |
12,000
-17
| -0.1% | -$621 | 0.16% | 127 |
|
|
2020
Q2 | $373K | Buy |
12,017
+4
| +0% | +$124 | 0.14% | 157 |
|
|
2020
Q1 | $335K | Buy |
+12,013
| New | +$335K | 0.17% | 145 |
|