Strategic Family Wealth Counselors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.3M | Buy |
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|
2025
Q2 | $11.6M | Sell |
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|
2025
Q1 | $9.19M | Buy |
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|
2024
Q4 | $7.53M | Buy |
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|
2024
Q3 | $9.35M | Buy |
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|
2024
Q2 | $9.03M | Buy |
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|
2024
Q1 | $9.55M | Buy |
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|
2023
Q4 | $7.64M | Hold |
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|
2023
Q3 | $5.7M | Sell |
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|
2023
Q2 | $5.36M | Buy |
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|
2023
Q1 | $3.93M | Buy |
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|
2022
Q4 | $3.07M | Sell |
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|
2022
Q3 | $3.29M | Hold |
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|
2022
Q2 | $2.54M | Buy |
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|
2022
Q1 | $4.42M | Hold |
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|
2021
Q4 | $5.2M | Hold |
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|
2021
Q3 | $5.55M | Sell |
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|
2021
Q2 | $12.4M | Hold |
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|
2021
Q1 | $13.5M | Sell |
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|
2020
Q4 | $15.7M | Buy |
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|
2020
Q3 | $11.2M | Hold |
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|
2020
Q2 | $9.57M | Sell |
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|
2020
Q1 | $8.6M | Buy |
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