XWM
Xcel Wealth Management’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
54,381
-1,019
| -2% | -$95.1K | 1.44% | 18 |
|
|
2025
Q1 | $4.04M | Sell |
55,400
-825
| -1% | -$60.1K | 1.26% | 24 |
|
|
2024
Q4 | $3.39M | Sell |
56,225
-11,120
| -17% | -$671K | 0.94% | 27 |
|
|
2024
Q3 | $5.06M | Sell |
67,345
-3,200
| -5% | -$241K | 1.48% | 19 |
|
|
2024
Q2 | $5.13M | Sell |
70,545
-7,575
| -10% | -$551K | 1.61% | 17 |
|
|
2024
Q1 | $6.01M | Sell |
78,120
-65,794
| -46% | -$5.07M | 1.88% | 15 |
|
|
2023
Q4 | $8.86M | Sell |
143,914
-19,314
| -12% | -$1.19M | 3.11% | 9 |
|
|
2023
Q3 | $7.51M | Sell |
163,228
-17,483
| -10% | -$804K | 2.96% | 10 |
|
|
2023
Q2 | $7.8M | Buy |
180,711
+1,976
| +1% | +$85.3K | 2.46% | 12 |
|
|
2023
Q1 | $5.67M | Buy |
178,735
+22,955
| +15% | +$728K | 1.99% | 16 |
|
|
2022
Q4 | $3.85M | Sell |
155,780
-26,600
| -15% | -$658K | 1.52% | 19 |
|
|
2022
Q3 | $4.83M | Sell |
182,380
-20,024
| -10% | -$531K | 1.8% | 17 |
|
|
2022
Q2 | $4.14M | Buy |
202,404
+7,057
| +4% | +$144K | 1.51% | 18 |
|
|
2022
Q1 | $6.97M | Buy |
195,347
+35,125
| +22% | +$1.25M | 1.91% | 16 |
|
|
2021
Q4 | $6.72M | Buy |
160,222
+20,202
| +14% | +$847K | 1.73% | 19 |
|
|
2021
Q3 | $6.27M | Buy |
140,020
+48,462
| +53% | +$2.17M | 1.82% | 19 |
|
|
2021
Q2 | $4.59M | Buy |
91,558
+11,076
| +14% | +$555K | 1.39% | 24 |
|
|
2021
Q1 | $4.39M | Buy |
80,482
+1,410
| +2% | +$76.9K | 1.56% | 21 |
|
|
2020
Q4 | $4.03M | Buy |
79,072
+1,691
| +2% | +$86.2K | 1.74% | 19 |
|
|
2020
Q3 | $2.82M | Buy |
77,381
+2,300
| +3% | +$83.9K | 1.45% | 22 |
|
|
2020
Q2 | $2.33M | Buy |
75,081
+51,646
| +220% | +$1.6M | 1.45% | 22 |
|
|
2020
Q1 | $654K | Buy |
+23,435
| New | +$654K | 0.59% | 43 |
|