Castle Rock 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	$2.01M	Buy	22,083 +9,229	+72%	+$840K	0.47%	55
2025 Q1	$932K	Sell	12,854 -5,631	-30%	-$408K	0.25%	104
2024 Q4	$1.47M	Buy	+18,485	New	+$1.47M	0.35%	81