SVB Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Sell |
7,091
-15,608
| -69% | -$1.46M | 0.04% | 267 |
|
|
2025
Q1 | $1.65M | Buy |
22,699
+912
| +4% | +$66.4K | 0.07% | 124 |
|
|
2024
Q4 | $1.31M | Buy |
+21,787
| New | +$1.31M | 0.02% | 272 |
|
|
2024
Q3 | – | Sell |
-12,102
| Closed | -$880K | – | 571 |
|
|
2024
Q2 | $880K | Sell |
12,102
-5,341
| -31% | -$388K | 0.02% | 348 |
|
|
2024
Q1 | $1.34M | Sell |
17,443
-33,898
| -66% | -$2.61M | 0.03% | 293 |
|
|
2023
Q4 | $3.16M | Buy |
51,341
+11,269
| +28% | +$694K | 0.08% | 196 |
|
|
2023
Q3 | $1.84M | Buy |
40,072
+1,038
| +3% | +$47.7K | 0.04% | 237 |
|
|
2023
Q2 | $1.69M | Sell |
39,034
-33,181
| -46% | -$1.43M | 0.03% | 261 |
|
|
2023
Q1 | $2.29M | Sell |
72,215
-19,980
| -22% | -$633K | 0.03% | 246 |
|
|
2022
Q4 | $2.28M | Sell |
92,195
-73,961
| -45% | -$1.83M | 0.03% | 251 |
|
|
2022
Q3 | $4.4M | Buy |
166,156
+142,337
| +598% | +$3.77M | 0.06% | 175 |
|
|
2022
Q2 | $487K | Sell |
23,819
-3,562
| -13% | -$72.8K | 0.01% | 447 |
|
|
2022
Q1 | $977K | Buy |
27,381
+12,632
| +86% | +$451K | 0.01% | 330 |
|
|
2021
Q4 | $618K | Sell |
14,749
-3,276
| -18% | -$137K | 0.01% | 398 |
|
|
2021
Q3 | $808K | Buy |
18,025
+1,621
| +10% | +$72.7K | 0.01% | 449 |
|
|
2021
Q2 | $822K | Sell |
16,404
-677
| -4% | -$33.9K | 0.01% | 434 |
|
|
2021
Q1 | $931K | Sell |
17,081
-5,669
| -25% | -$309K | 0.01% | 365 |
|
|
2020
Q4 | $1.16M | Buy |
22,750
+15,659
| +221% | +$798K | 0.02% | 309 |
|
|
2020
Q3 | $259K | Buy |
+7,091
| New | +$259K | ﹤0.01% | 562 |
|