Capital Planning Advisors’s Uber UBER Stock Holding History

Capital Planning Advisors’s Portfolio UBER Stock Details UBER Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.51M	Sell
2025 Q3	$1.96M	Buy
2025 Q2	$274K	Buy
2025 Q1	$203K	Buy