Western Financial Corp’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-27,799
| Closed | -$1.68M | – | 139 |
|
2024
Q4 | $1.68M | Buy |
27,799
+2,391
| +9% | +$144K | 0.92% | 27 |
|
2024
Q3 | $1.91M | Buy |
25,408
+543
| +2% | +$40.8K | 1.08% | 20 |
|
2024
Q2 | $1.81M | Buy |
24,865
+221
| +0.9% | +$16.1K | 1.09% | 24 |
|
2024
Q1 | $1.9M | Buy |
24,644
+745
| +3% | +$57.4K | 1.16% | 16 |
|
2023
Q4 | $1.47M | Sell |
23,899
-7,136
| -23% | -$439K | 0.98% | 17 |
|
2023
Q3 | $1.43M | Buy |
+31,035
| New | +$1.43M | 1.05% | 20 |
|