Wunderlich Capital Managemnt’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.08M | Buy |
28,658
+5,818
| +25% | +$423K | 0.93% | 46 |
|
|
2024
Q1 | $1.76M | Sell |
22,840
-1,487
| -6% | -$114K | 0.79% | 53 |
|
|
2023
Q4 | $1.5M | Buy |
24,327
+1,115
| +5% | +$68.7K | 0.67% | 57 |
|
|
2023
Q3 | $1.07M | Buy |
23,212
+24
| +0.1% | +$1.1K | 0.53% | 58 |
|
|
2023
Q2 | $1M | Buy |
+23,188
| New | +$1M | 0.49% | 59 |
|
|
2022
Q2 | – | Sell |
-30,288
| Closed | -$1.08M | – | 97 |
|
|
2022
Q1 | $1.08M | Sell |
30,288
-863
| -3% | -$30.8K | 0.51% | 66 |
|
|
2021
Q4 | $1.31M | Buy |
+31,151
| New | +$1.31M | 0.58% | 66 |
|