WCG Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
21,001
+561
| +3% | +$52.3K | 0.13% | 163 |
|
|
2025
Q1 | $1.49M | Buy |
20,440
+680
| +3% | +$49.5K | 0.11% | 165 |
|
|
2024
Q4 | $1.19M | Sell |
19,760
-1,856
| -9% | -$112K | 0.08% | 194 |
|
|
2024
Q3 | $1.63M | Buy |
21,616
+9,771
| +82% | +$735K | 0.11% | 173 |
|
|
2024
Q2 | $861K | Buy |
+11,845
| New | +$861K | 0.06% | 209 |
|
|
2023
Q4 | – | Sell |
-13,922
| Closed | -$640K | – | 319 |
|
|
2023
Q3 | $640K | Buy |
+13,922
| New | +$640K | 0.05% | 225 |
|
|
2023
Q1 | – | Sell |
-33,644
| Closed | -$832K | – | 168 |
|
|
2022
Q4 | $832K | Buy |
33,644
+3,692
| +12% | +$91.3K | 0.11% | 117 |
|
|
2022
Q3 | $894K | Sell |
29,952
-3,300
| -10% | -$98.5K | 0.12% | 136 |
|
|
2022
Q2 | $680K | Buy |
+33,252
| New | +$680K | 0.09% | 148 |
|