SWM
Spire Wealth Management’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
151,634
-49,680
| -25% | -$4.56M | 0.5% | 45 |
|
|
2025
Q1 | $14.7M | Buy |
201,314
+13,832
| +7% | +$1.01M | 0.47% | 42 |
|
|
2024
Q4 | $11.3M | Buy |
187,482
+23,563
| +14% | +$1.42M | 0.35% | 62 |
|
|
2024
Q3 | $12.3M | Buy |
163,919
+18,871
| +13% | +$1.42M | 0.42% | 49 |
|
|
2024
Q2 | $10.5M | Sell |
145,048
-6,433
| -4% | -$467K | 0.37% | 51 |
|
|
2024
Q1 | $25.2M | Buy |
151,481
+21,552
| +17% | +$3.59M | 0.46% | 38 |
|
|
2023
Q4 | $8.46M | Buy |
129,929
+76,470
| +143% | +$4.98M | 0.28% | 74 |
|
|
2023
Q3 | $2.46M | Sell |
53,459
-169
| -0.3% | -$7.77K | 0.09% | 199 |
|
|
2023
Q2 | $2.32M | Buy |
53,628
+5,018
| +10% | +$217K | 0.09% | 214 |
|
|
2023
Q1 | $1.54M | Buy |
48,610
+10,089
| +26% | +$320K | 0.06% | 266 |
|
|
2022
Q4 | $953K | Buy |
38,521
+477
| +1% | +$11.8K | 0.05% | 239 |
|
|
2022
Q3 | $1.01M | Buy |
38,044
+21,776
| +134% | +$577K | 0.06% | 211 |
|
|
2022
Q2 | $333K | Sell |
16,268
-13,574
| -45% | -$278K | 0.01% | 600 |
|
|
2022
Q1 | $1.07M | Buy |
29,842
+2,716
| +10% | +$96.9K | 0.03% | 375 |
|
|
2021
Q4 | $1.14M | Buy |
27,126
+570
| +2% | +$23.9K | 0.03% | 440 |
|
|
2021
Q3 | $1.19M | Buy |
26,556
+3,439
| +15% | +$153K | 0.03% | 371 |
|
|
2021
Q2 | $1.16M | Sell |
23,117
-9,197
| -28% | -$461K | 0.03% | 387 |
|
|
2021
Q1 | $1.74M | Buy |
+32,314
| New | +$1.74M | 0.05% | 312 |
|