Waypoint Wealth Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,135
| Closed | -$857K | – | 72 |
|
|
2024
Q1 | $857K | Buy |
11,135
+85
| +0.8% | +$6.54K | 0.24% | 29 |
|
|
2023
Q4 | $680K | Hold |
11,050
| – | – | 0.21% | 28 |
|
|
2023
Q3 | $508K | Hold |
11,050
| – | – | 0.18% | 34 |
|
|
2023
Q2 | $477K | Hold |
11,050
| – | – | 0.16% | 35 |
|
|
2023
Q1 | $350K | Hold |
11,050
| – | – | 0.12% | 46 |
|
|
2022
Q4 | $273K | Hold |
11,050
| – | – | 0.11% | 47 |
|
|
2022
Q3 | $293K | Sell |
11,050
-5
| -0% | -$133 | 0.12% | 42 |
|
|
2022
Q2 | $226K | Buy |
+11,055
| New | +$226K | 0.09% | 55 |
|