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 |
|