Strategic Wealth Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Buy |
+69,667
| New | +$6.5M | 0.51% | 66 |
|
|
2024
Q4 | $4.19M | Buy |
52,196
+9,489
| +22% | +$762K | 0.35% | 83 |
|
|
2024
Q3 | $3.21M | Buy |
42,707
+7,552
| +21% | +$568K | 0.31% | 86 |
|
|
2024
Q2 | $2.56M | Buy |
35,155
+8,217
| +31% | +$597K | 0.27% | 87 |
|
|
2024
Q1 | $2.07M | Sell |
26,938
-3,918
| -13% | -$302K | 0.23% | 92 |
|
|
2023
Q4 | $1.9M | Sell |
30,856
-8,942
| -22% | -$551K | 0.23% | 93 |
|
|
2023
Q3 | $1.83M | Buy |
39,798
+1,496
| +4% | +$68.8K | 0.24% | 106 |
|
|
2023
Q2 | $1.65M | Buy |
38,302
+8,558
| +29% | +$369K | 0.21% | 121 |
|
|
2023
Q1 | $943K | Buy |
29,744
+1,530
| +5% | +$48.5K | 0.14% | 134 |
|
|
2022
Q4 | $698K | Buy |
+28,214
| New | +$698K | 0.13% | 147 |
|
|
2021
Q2 | – | Sell |
-6,703
| Closed | -$365K | – | 260 |
|
|
2021
Q1 | $365K | Buy |
+6,703
| New | +$365K | 0.15% | 150 |
|