WFAG
Worth Financial Advisory Group’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
29,231
+245
| +0.8% | +$22.9K | 1.67% | 14 |
|
|
2025
Q1 | $2.11M | Buy |
28,986
+4,575
| +19% | +$333K | 1.34% | 17 |
|
|
2024
Q4 | $1.47M | Sell |
24,411
-1,544
| -6% | -$93.1K | 0.91% | 25 |
|
|
2024
Q3 | $1.95M | Buy |
25,955
+1,763
| +7% | +$133K | 1.15% | 20 |
|
|
2024
Q2 | $1.76M | Buy |
24,192
+6,262
| +35% | +$455K | 1.15% | 22 |
|
|
2024
Q1 | $1.38M | Buy |
17,930
+2,790
| +18% | +$215K | 0.96% | 25 |
|
|
2023
Q4 | $932K | Sell |
15,140
-10
| -0.1% | -$616 | 0.74% | 34 |
|
|
2023
Q3 | $697K | Sell |
15,150
-2,913
| -16% | -$134K | 0.63% | 41 |
|
|
2023
Q2 | $780K | Sell |
18,063
-110
| -0.6% | -$4.75K | 0.72% | 36 |
|
|
2023
Q1 | $576K | Buy |
18,173
+5,528
| +44% | +$175K | 0.55% | 54 |
|
|
2022
Q4 | $313K | Buy |
+12,645
| New | +$313K | 0.36% | 74 |
|