Bernard Wealth Management’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
14,367
-1,369
-9% -$128K 0.62% 29
2025
Q1
$1.15M Sell
15,736
-1,676
-10% -$122K 0.56% 31
2024
Q4
$1.05M Buy
+17,412
New +$1.05M 0.49% 35