Western Wealth 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 | $2.38M | Buy |
25,516
+10,854
| +74% | +$1.01M | 0.14% | 143 |
|
2025
Q1 | $1.07M | Buy |
14,662
+7,461
| +104% | +$544K | 0.07% | 237 |
|
2024
Q4 | $434K | Buy |
7,201
+478
| +7% | +$28.8K | 0.03% | 416 |
|
2024
Q3 | $505K | Buy |
6,723
+766
| +13% | +$57.6K | 0.03% | 464 |
|
2024
Q2 | $433K | Sell |
5,957
-14,928
| -71% | -$1.08M | 0.03% | 401 |
|
2024
Q1 | $1.61M | Buy |
20,885
+1,498
| +8% | +$115K | 0.13% | 157 |
|
2023
Q4 | $1.19M | Buy |
19,387
+5,697
| +42% | +$351K | 0.09% | 245 |
|
2023
Q3 | $630K | Buy |
13,690
+6,700
| +96% | +$308K | 0.05% | 333 |
|
2023
Q2 | $302K | Buy |
+6,990
| New | +$302K | 0.03% | 503 |
|
2022
Q4 | – | Sell |
-10,978
| Closed | -$292K | – | 785 |
|
2022
Q3 | $292K | Buy |
+10,978
| New | +$292K | 0.02% | 637 |
|
2022
Q2 | – | Sell |
-6,421
| Closed | -$229K | – | 856 |
|
2022
Q1 | $229K | Buy |
+6,421
| New | +$229K | 0.01% | 756 |
|
2021
Q2 | $351K | Buy |
6,938
+1,694
| +32% | +$85.7K | 0.04% | 450 |
|
2021
Q1 | $286K | Buy |
+5,244
| New | +$286K | 0.04% | 412 |
|