Capital Performance Advisors’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$472K Sell
5,055
-380
-7% -$35.5K 0.09% 111
2025
Q1
$396K Buy
+5,435
New +$396K 0.09% 129
2024
Q4
Sell
-306
Closed -$23K 2522
2024
Q3
$23K Buy
+306
New +$23K 0.01% 565