WMS Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-58,283
| Closed | -$3.52M | – | 254 |
|
|
2024
Q4 | $3.52M | Sell |
58,283
-1,765
| -3% | -$106K | 0.2% | 50 |
|
|
2024
Q3 | $4.51M | Sell |
60,048
-144
| -0.2% | -$10.8K | 0.25% | 47 |
|
|
2024
Q2 | $4.37M | Sell |
60,192
-794
| -1% | -$57.7K | 0.28% | 40 |
|
|
2024
Q1 | $4.7M | Sell |
60,986
-13,280
| -18% | -$1.02M | 0.32% | 41 |
|
|
2023
Q4 | $4.57M | Sell |
74,266
-11,223
| -13% | -$691K | 0.34% | 39 |
|
|
2023
Q3 | $3.93M | Sell |
85,489
-182
| -0.2% | -$8.37K | 0.31% | 46 |
|
|
2023
Q2 | $3.7M | Sell |
85,671
-2,097
| -2% | -$90.5K | 0.29% | 48 |
|
|
2023
Q1 | $2.78M | Sell |
87,768
-7,658
| -8% | -$243K | 0.24% | 49 |
|
|
2022
Q4 | $2.36M | Buy |
95,426
+8,000
| +9% | +$198K | 0.23% | 53 |
|
|
2022
Q3 | $2.32M | Sell |
87,426
-1,000
| -1% | -$26.5K | 0.31% | 48 |
|
|
2022
Q2 | $1.81M | Sell |
88,426
-225
| -0.3% | -$4.6K | 0.28% | 54 |
|
|
2022
Q1 | $3.16M | Buy |
+88,651
| New | +$3.16M | 0.43% | 35 |
|
|
2021
Q4 | – | Sell |
-89,472
| Closed | -$4.01M | – | 268 |
|
|
2021
Q3 | $4.01M | Buy |
89,472
+35
| +0% | +$1.57K | 0.59% | 31 |
|
|
2021
Q2 | $4.48M | Buy |
89,437
+35
| +0% | +$1.75K | 0.66% | 29 |
|
|
2021
Q1 | $4.87M | Sell |
89,402
-9,333
| -9% | -$509K | 1.11% | 23 |
|
|
2020
Q4 | $5.04M | Sell |
98,735
-19,598
| -17% | -$999K | 0.87% | 24 |
|
|
2020
Q3 | $4.32M | Buy |
118,333
+50
| +0% | +$1.82K | 0.84% | 24 |
|
|
2020
Q2 | $3.68M | Buy |
118,283
+65,645
| +125% | +$2.04M | 0.76% | 27 |
|
|
2020
Q1 | $1.47M | Buy |
52,638
+25,452
| +94% | +$711K | 0.41% | 41 |
|
|
2019
Q4 | $809K | Buy |
+27,186
| New | +$809K | 0.18% | 72 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 229 |
|