Strategic Wealth Investment Group’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
16,638
+276
+2% +$25.8K 2.25% 13
2025
Q1
$1.19M Sell
16,362
-149,532
-90% -$10.9M 2.07% 19
2024
Q4
$10M Buy
165,894
+89
+0.1% +$5.37K 1.11% 31
2024
Q3
$12.3M Buy
165,805
+54,084
+48% +$4.02M 1.32% 25
2024
Q2
$7.94M Buy
+111,721
New +$7.94M 1% 31
2023
Q4
$9.43M Buy
153,222
+4,956
+3% +$305K 1.42% 26
2023
Q3
$6.82M Buy
148,266
+8,842
+6% +$407K 1.24% 27
2023
Q2
$6.02M Buy
139,424
+15,786
+13% +$681K 0.96% 34
2023
Q1
$3.92M Buy
123,638
+17,225
+16% +$546K 0.73% 39
2022
Q4
$3.08M Buy
106,413
+11,097
+12% +$321K 0.71% 41
2022
Q3
$2.53M Buy
95,316
+7,728
+9% +$205K 0.73% 38
2022
Q2
$1.79M Buy
87,588
+13,168
+18% +$269K 0.45% 57
2022
Q1
$2.66M Buy
74,420
+15,460
+26% +$552K 0.63% 39
2021
Q4
$2.47M Buy
58,960
+8,361
+17% +$351K 0.64% 37
2021
Q3
$2.28M Buy
50,599
+13,247
+35% +$597K 0.68% 38
2021
Q2
$1.87M Buy
37,352
+10,026
+37% +$502K 0.66% 37
2021
Q1
$1.49M Buy
27,326
+3,753
+16% +$205K 0.71% 37
2020
Q4
$1.2M Buy
23,573
+783
+3% +$39.9K 0.7% 39
2020
Q3
$831K Buy
22,790
+3,200
+16% +$117K 0.63% 40
2020
Q2
$609K Buy
+19,590
New +$609K 0.6% 41