Strategic Family Wealth Counselors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
124,540
-1,546
| -1% | -$144K | 3.31% | 5 |
|
|
2025
Q1 | $9.19M | Buy |
126,086
+1,306
| +1% | +$95.2K | 2.99% | 10 |
|
|
2024
Q4 | $7.53M | Buy |
124,780
+403
| +0.3% | +$24.3K | 2.45% | 13 |
|
|
2024
Q3 | $9.35M | Buy |
124,377
+90
| +0.1% | +$6.76K | 3.27% | 8 |
|
|
2024
Q2 | $9.03M | Buy |
124,287
+219
| +0.2% | +$15.9K | 3.44% | 5 |
|
|
2024
Q1 | $9.55M | Buy |
124,068
+20
| +0% | +$1.54K | 3.77% | 4 |
|
|
2023
Q4 | $7.64M | Hold |
124,048
| – | – | 3.2% | 6 |
|
|
2023
Q3 | $5.7M | Sell |
124,048
-3
| -0% | -$138 | 2.74% | 14 |
|
|
2023
Q2 | $5.36M | Buy |
124,051
+30
| +0% | +$1.3K | 2.46% | 18 |
|
|
2023
Q1 | $3.93M | Buy |
124,021
+9
| +0% | +$285 | 1.86% | 21 |
|
|
2022
Q4 | $3.07M | Sell |
124,012
-34
| -0% | -$841 | 1.52% | 24 |
|
|
2022
Q3 | $3.29M | Hold |
124,046
| – | – | 1.61% | 24 |
|
|
2022
Q2 | $2.54M | Buy |
124,046
+41
| +0% | +$839 | 1.22% | 24 |
|
|
2022
Q1 | $4.42M | Hold |
124,005
| – | – | 1.78% | 21 |
|
|
2021
Q4 | $5.2M | Hold |
124,005
| – | – | 1.67% | 17 |
|
|
2021
Q3 | $5.56M | Sell |
124,005
-123,948
| -50% | -$5.55M | 1.9% | 14 |
|
|
2021
Q2 | $12.4M | Hold |
247,953
| – | – | 4.06% | 4 |
|
|
2021
Q1 | $13.5M | Sell |
247,953
-60,000
| -19% | -$3.27M | 5.1% | 4 |
|
|
2020
Q4 | $15.7M | Buy |
307,953
+56
| +0% | +$2.86K | 8.1% | 2 |
|
|
2020
Q3 | $11.2M | Hold |
307,897
| – | – | 6.3% | 4 |
|
|
2020
Q2 | $9.57M | Sell |
307,897
-18
| -0% | -$559 | 6.03% | 4 |
|
|
2020
Q1 | $8.6M | Buy |
+307,915
| New | +$8.6M | 6.42% | 3 |
|