Triad 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 | $415K | Buy |
4,444
+31
| +0.7% | +$2.89K | 0.08% | 175 |
|
|
2025
Q1 | $322K | Sell |
4,413
-886
| -17% | -$64.6K | 0.1% | 151 |
|
|
2024
Q4 | $320K | Buy |
+5,299
| New | +$320K | 0.12% | 127 |
|
|
2024
Q3 | – | Sell |
-3,542
| Closed | -$257K | – | 852 |
|
|
2024
Q2 | $257K | Buy |
+3,542
| New | +$257K | 0.13% | 74 |
|