WT 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 | $1.96M | Sell |
20,963
-3,376
| -14% | -$315K | 0.58% | 48 |
|
|
2025
Q1 | $1.77M | Sell |
24,339
-226
| -0.9% | -$16.5K | 0.58% | 48 |
|
|
2024
Q4 | $1.48M | Buy |
24,565
+1,762
| +8% | +$106K | 0.47% | 59 |
|
|
2024
Q3 | $1.81M | Buy |
22,803
+1,503
| +7% | +$119K | 0.58% | 56 |
|
|
2024
Q2 | $1.55M | Buy |
21,300
+4,552
| +27% | +$331K | 0.53% | 61 |
|
|
2024
Q1 | $1.29M | Sell |
16,748
-1,954
| -10% | -$150K | 0.46% | 63 |
|
|
2023
Q4 | $1.15M | Buy |
+18,702
| New | +$1.15M | 0.45% | 61 |
|
|
2022
Q4 | – | Sell |
-41,863
| Closed | -$1.11M | – | 107 |
|
|
2022
Q3 | $1.11M | Buy |
41,863
+10,049
| +32% | +$266K | 0.56% | 57 |
|
|
2022
Q2 | $651K | Sell |
31,814
-5,521
| -15% | -$113K | 0.32% | 81 |
|
|
2022
Q1 | $1.33M | Buy |
37,335
+2,355
| +7% | +$84K | 0.51% | 66 |
|
|
2021
Q4 | $1.47M | Buy |
34,980
+4,342
| +14% | +$182K | 0.54% | 63 |
|
|
2021
Q3 | $1.37M | Buy |
30,638
+8,522
| +39% | +$382K | 0.53% | 62 |
|
|
2021
Q2 | $1.11M | Buy |
22,116
+4,653
| +27% | +$233K | 0.45% | 72 |
|
|
2021
Q1 | $952K | Buy |
17,463
+386
| +2% | +$21K | 0.44% | 70 |
|
|
2020
Q4 | $870K | Buy |
17,077
+10,161
| +147% | +$518K | 0.47% | 72 |
|
|
2020
Q3 | $252K | Buy |
+6,916
| New | +$252K | 0.17% | 98 |
|
|
2020
Q1 | – | Sell |
-14,743
| Closed | -$438K | – | 91 |
|
|
2019
Q4 | $438K | Buy |
14,743
+4,272
| +41% | +$127K | 0.33% | 54 |
|
|
2019
Q3 | $319K | Buy |
+10,471
| New | +$319K | 0.28% | 63 |
|