Wealthspire Advisors (New York)’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
12,373
-17,573
| -59% | -$1.64M | 0.01% | 359 |
|
|
2025
Q1 | $2.18M | Buy |
29,946
+3,915
| +15% | +$285K | 0.01% | 263 |
|
|
2024
Q4 | $1.57M | Buy |
26,031
+905
| +4% | +$54.6K | 0.02% | 284 |
|
|
2024
Q3 | $1.89M | Buy |
25,126
+233
| +0.9% | +$17.5K | 0.02% | 266 |
|
|
2024
Q2 | $1.81M | Buy |
24,893
+151
| +0.6% | +$11K | 0.02% | 218 |
|
|
2024
Q1 | $1.9M | Buy |
24,742
+4
| +0% | +$308 | 0.03% | 206 |
|
|
2023
Q4 | $1.52M | Buy |
24,738
+290
| +1% | +$17.9K | 0.02% | 243 |
|
|
2023
Q3 | $1.12M | Buy |
24,448
+577
| +2% | +$26.5K | 0.02% | 261 |
|
|
2023
Q2 | $1.03M | Buy |
23,871
+1,796
| +8% | +$77.5K | 0.02% | 247 |
|
|
2023
Q1 | $700K | Buy |
+22,075
| New | +$700K | 0.01% | 308 |
|
|
2020
Q2 | – | Sell |
-8,248
| Closed | -$230K | – | 510 |
|
|
2020
Q1 | $230K | Buy |
+8,248
| New | +$230K | 0.01% | 449 |
|