Avantax Planning 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
$908K Buy
9,731
+2,152
+28% +$201K 0.03% 196
2025
Q1
$552K Buy
+7,579
New +$552K 0.02% 242