TCWA
Turtle Creek Wealth Advisors’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
+6,193
| New | +$578K | 0.07% | 159 |
|
|
2024
Q4 | – | Sell |
-2,857
| Closed | -$215K | – | 157 |
|
|
2024
Q3 | $215K | Buy |
+2,857
| New | +$215K | 0.04% | 170 |
|
|
2024
Q1 | – | Sell |
-659
| Closed | -$40.6K | – | 779 |
|
|
2023
Q4 | $40.6K | Buy |
+659
| New | +$40.6K | 0.01% | 297 |
|