Westwood 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
$3.88M Sell
41,575
-1,350
-3% -$126K 1.3% 15
2025
Q1
$3.13M Buy
42,925
+1,350
+3% +$98.4K 1.35% 15
2024
Q4
$2.51M Buy
41,575
+300
+0.7% +$18.1K 0.91% 16
2024
Q3
$3.1M Sell
41,275
-8,475
-17% -$637K 1.22% 14
2024
Q2
$3.62M Hold
49,750
1.35% 15
2024
Q1
$3.83M Buy
49,750
+3,050
+7% +$235K 1.87% 13
2023
Q4
$2.88M Sell
46,700
-3,025
-6% -$186K 2.22% 9
2023
Q3
$2.29M Buy
49,725
+1,250
+3% +$57.5K 1.51% 12
2023
Q2
$2.09M Buy
48,475
+1,600
+3% +$69.1K 1.47% 11
2023
Q1
$1.49M Sell
46,875
-95
-0.2% -$3.01K 1.32% 13
2022
Q4
$1.16M Sell
46,970
-800
-2% -$19.8K 1.4% 15
2022
Q3
$1.27M Buy
47,770
+18,450
+63% +$489K 1.14% 9
2022
Q2
$600K Sell
29,320
-18,280
-38% -$374K 0.69% 22
2022
Q1
$1.7K Sell
47,600
-19,620
-29% -$700 0.66% 17
2021
Q4
$64K Buy
+67,220
New +$64K 0.03% 39