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Capital & Planning LLC’s Uber UBER Stock Holding History

Capital & Planning LLC’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 		$3.86M Buy
41,366
+1,720
+4% +$160K 2.62% 12
2025
Q1 		$2.89M Buy
39,646
+2,091
+6% +$152K 2.15% 13
2024
Q4 		$2.27M Buy
+37,555
New +$2.27M 1.66% 16