Venturi Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
4,678
+1,476
| +46% | +$138K | 0.02% | 352 |
|
|
2025
Q1 | $233K | Buy |
3,202
+17
| +0.5% | +$1.24K | 0.01% | 509 |
|
|
2024
Q4 | $192K | Buy |
3,185
+1,150
| +57% | +$69.4K | 0.01% | 559 |
|
|
2024
Q3 | $153K | Buy |
2,035
+585
| +40% | +$44K | 0.01% | 474 |
|
|
2024
Q2 | $105K | Buy |
1,450
+563
| +63% | +$40.9K | 0.01% | 497 |
|
|
2024
Q1 | $68.3K | Sell |
887
-297
| -25% | -$22.9K | ﹤0.01% | 461 |
|
|
2023
Q4 | $72.9K | Buy |
1,184
+804
| +212% | +$49.5K | 0.01% | 448 |
|
|
2023
Q3 | $17.5K | Hold |
380
| – | – | ﹤0.01% | 659 |
|
|
2023
Q2 | $16.4K | Buy |
380
+75
| +25% | +$3.24K | ﹤0.01% | 587 |
|
|
2023
Q1 | $9.67K | Buy |
+305
| New | +$9.67K | ﹤0.01% | 718 |
|