StoneCrest 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 | $1.39M | Buy |
14,864
+96
| +0.7% | +$8.96K | 0.66% | 38 |
|
2025
Q1 | $1.08M | Buy |
14,768
+2,268
| +18% | +$165K | 0.68% | 35 |
|
2024
Q4 | $754K | Buy |
12,500
+2,056
| +20% | +$124K | 0.49% | 37 |
|
2024
Q3 | $785K | Sell |
10,444
-12
| -0.1% | -$902 | 0.57% | 36 |
|
2024
Q2 | $760K | Sell |
10,456
-4,406
| -30% | -$320K | 0.58% | 33 |
|
2024
Q1 | $1.14M | Buy |
14,862
+730
| +5% | +$56.2K | 0.99% | 26 |
|
2023
Q4 | $870K | Buy |
+14,132
| New | +$870K | 0.83% | 29 |
|