SWS 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 | $4.16M | Sell |
44,605
-4,319
| -9% | -$403K | 1.12% | 23 |
|
|
2025
Q1 | $3.56M | Sell |
48,924
-4,986
| -9% | -$363K | 1.17% | 21 |
|
|
2024
Q4 | $3.25M | Buy |
53,910
+8,738
| +19% | +$527K | 0.98% | 27 |
|
|
2024
Q3 | $3.4M | Sell |
45,172
-17,030
| -27% | -$1.28M | 1.08% | 21 |
|
|
2024
Q2 | $4.52M | Sell |
62,202
-10,560
| -15% | -$768K | 1.35% | 13 |
|
|
2024
Q1 | $5.6M | Sell |
72,762
-9,105
| -11% | -$701K | 1.68% | 9 |
|
|
2023
Q4 | $5.04M | Sell |
81,867
-8,378
| -9% | -$516K | 1.64% | 9 |
|
|
2023
Q3 | $4.15M | Sell |
90,245
-10,879
| -11% | -$500K | 1.53% | 10 |
|
|
2023
Q2 | $4.36M | Sell |
101,124
-1,073
| -1% | -$46.3K | 1.57% | 10 |
|
|
2023
Q1 | $3.24M | Buy |
102,197
+7,793
| +8% | +$247K | 1.21% | 16 |
|
|
2022
Q4 | $2.34M | Buy |
94,404
+1,616
| +2% | +$40K | 1.11% | 42 |
|
|
2022
Q3 | $2.46M | Buy |
92,788
+7,200
| +8% | +$191K | 1.14% | 22 |
|
|
2022
Q2 | $1.75M | Buy |
85,588
+172
| +0.2% | +$3.52K | 1.47% | 35 |
|
|
2022
Q1 | $3.06M | Buy |
85,416
+3,923
| +5% | +$140K | 2% | 9 |
|
|
2021
Q4 | $3.42M | Buy |
81,493
+13,408
| +20% | +$562K | 1.94% | 9 |
|
|
2021
Q3 | $3.05M | Buy |
68,085
+13,350
| +24% | +$598K | 1.89% | 10 |
|
|
2021
Q2 | $2.74M | Buy |
54,735
+6,952
| +15% | +$348K | 1.79% | 13 |
|
|
2021
Q1 | $2.61M | Buy |
47,783
+4,526
| +10% | +$247K | 1.79% | 12 |
|
|
2020
Q4 | $2.21M | Buy |
43,257
+4,615
| +12% | +$235K | 0.98% | 30 |
|
|
2020
Q3 | $1.41M | Buy |
38,642
+20,743
| +116% | +$757K | 0.71% | 47 |
|
|
2020
Q2 | $542K | Buy |
+17,899
| New | +$542K | 0.69% | 60 |
|