WealthPlan Investment 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 | $1.71M | Buy |
18,366
+1,973
| +12% | +$184K | 0.12% | 134 |
|
|
2025
Q1 | $1.19M | Buy |
16,393
+9,512
| +138% | +$693K | 0.12% | 126 |
|
|
2024
Q4 | $415K | Sell |
6,881
-373
| -5% | -$22.5K | 0.04% | 188 |
|
|
2024
Q3 | $545K | Buy |
7,254
+76
| +1% | +$5.71K | 0.06% | 153 |
|
|
2024
Q2 | $522K | Sell |
7,178
-4,763
| -40% | -$346K | 0.08% | 118 |
|
|
2024
Q1 | $919K | Buy |
11,941
+2,157
| +22% | +$166K | 0.14% | 99 |
|
|
2023
Q4 | $602K | Buy |
9,784
+778
| +9% | +$47.9K | 0.1% | 115 |
|
|
2023
Q3 | $414K | Buy |
9,006
+5,862
| +186% | +$270K | 0.07% | 123 |
|
|
2023
Q2 | $136K | Sell |
3,144
-2,040
| -39% | -$88.1K | 0.04% | 143 |
|
|
2023
Q1 | $164K | Buy |
+5,184
| New | +$164K | 0.03% | 168 |
|