Ascent Wealth Partners’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.77M	Sell	19,012 -7,027	-27%	-$656K	0.22%	93
2025 Q1	$1.9M	Buy	+26,039	New	+$1.9M	0.25%	81
2024 Q4	–	Sell	-27,762	Closed	-$2.09M	–	170
2024 Q3	$2.09M	Buy	+27,762	New	+$2.09M	0.29%	73