Williams Jones 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 | $80.6M | Buy |
864,005
+45,030
| +5% | +$4.2M | 0.96% | 34 |
|
|
2025
Q1 | $59.7M | Buy |
818,975
+364,471
| +80% | +$26.6M | 0.76% | 40 |
|
|
2024
Q4 | $27.4M | Buy |
+454,504
| New | +$27.4M | 0.33% | 55 |
|
|
2021
Q4 | – | Sell |
-8,450
| Closed | -$379K | – | 522 |
|
|
2021
Q3 | $379K | Buy |
+8,450
| New | +$379K | 0.01% | 357 |
|
|
2020
Q4 | – | Sell |
-10,940
| Closed | -$399K | – | 482 |
|
|
2020
Q3 | $399K | Buy |
10,940
+3,902
| +55% | +$142K | 0.01% | 294 |
|
|
2020
Q2 | $219K | Buy |
+7,038
| New | +$219K | ﹤0.01% | 364 |
|