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Capital Planning Advisors’s Uber UBER Stock Holding History

Capital Planning Advisors’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$274K Buy
2,936
+156
+6% +$14.6K 0.04% 122
2025
Q1 		$203K Buy
+2,780
New +$203K 0.03% 135