Whalen 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 | – | Sell |
-6,374
| Closed | -$464K | – | 224 |
|
|
2025
Q1 | $464K | Sell |
6,374
-6,051
| -49% | -$441K | 0.31% | 64 |
|
|
2024
Q4 | $749K | Sell |
12,425
-11,880
| -49% | -$717K | 0.52% | 37 |
|
|
2024
Q3 | $1.83M | Buy |
24,305
+15,795
| +186% | +$1.19M | 1.29% | 19 |
|
|
2024
Q2 | $619K | Buy |
8,510
+114
| +1% | +$8.29K | 0.49% | 46 |
|
|
2024
Q1 | $646K | Buy |
+8,396
| New | +$646K | 0.48% | 40 |
|