Xcel Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
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|
2025
Q1 | $4.04M | Sell |
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|
2024
Q4 | $3.39M | Sell |
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|
2024
Q3 | $5.06M | Sell |
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|
2024
Q2 | $5.13M | Sell |
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|
2024
Q1 | $6.01M | Sell |
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|
2023
Q4 | $8.86M | Sell |
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|
2023
Q3 | $7.51M | Sell |
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|
2023
Q2 | $7.8M | Buy |
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|
2023
Q1 | $5.67M | Buy |
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|
2022
Q4 | $3.85M | Sell |
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|
2022
Q3 | $4.83M | Sell |
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|
2022
Q2 | $4.14M | Buy |
|
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|
2022
Q1 | $6.97M | Buy |
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|
2021
Q4 | $6.72M | Buy |
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|
2021
Q3 | $6.27M | Buy |
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|
2021
Q2 | $4.59M | Buy |
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|
2021
Q1 | $4.39M | Buy |
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|
2020
Q4 | $4.03M | Buy |
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|
2020
Q3 | $2.82M | Buy |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $654K | Buy |
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