Waldron Private 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 | $1.19M | Sell |
12,793
-100
| -0.8% | -$9.33K | 0.05% | 117 |
|
|
2025
Q1 | $939K | Sell |
12,893
-4,885
| -27% | -$356K | 0.04% | 137 |
|
|
2024
Q4 | $1.07M | Sell |
17,778
-249
| -1% | -$15K | 0.04% | 157 |
|
|
2024
Q3 | $1.35M | Sell |
18,027
-879
| -5% | -$66.1K | 0.06% | 136 |
|
|
2024
Q2 | $1.37M | Sell |
18,906
-436
| -2% | -$31.7K | 0.06% | 122 |
|
|
2024
Q1 | $1.49M | Buy |
19,342
+513
| +3% | +$39.5K | 0.07% | 121 |
|
|
2023
Q4 | $1.16M | Buy |
18,829
+6,189
| +49% | +$381K | 0.06% | 139 |
|
|
2023
Q3 | $581K | Sell |
12,640
-3
| -0% | -$138 | 0.03% | 202 |
|
|
2023
Q2 | $546K | Sell |
12,643
-1,433
| -10% | -$61.9K | 0.03% | 217 |
|
|
2023
Q1 | $446K | Buy |
14,076
+1,491
| +12% | +$47.3K | 0.02% | 268 |
|
|
2022
Q4 | $333K | Hold |
12,585
| – | – | 0.02% | 291 |
|
|
2022
Q3 | $333K | Buy |
+12,585
| New | +$333K | 0.02% | 291 |
|
|
2022
Q2 | – | Sell |
-8,801
| Closed | -$314K | – | 407 |
|
|
2022
Q1 | $314K | Buy |
+8,801
| New | +$314K | 0.02% | 301 |
|