Catalyst Financial Partners’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$853K Sell
9,144
-578
-6% -$53.9K 0.09% 97
2025
Q1
$708K Buy
9,722
+1,835
+23% +$134K 0.13% 102
2024
Q4
$476K Sell
7,887
-141
-2% -$8.51K 0.09% 141
2024
Q3
$603K Buy
8,028
+543
+7% +$40.8K 0.12% 118
2024
Q2
$544K Buy
7,485
+63
+0.8% +$4.58K 0.12% 110
2024
Q1
$534K Buy
7,422
+2,283
+44% +$164K 0.14% 100
2023
Q4
$316K Buy
+5,139
New +$316K 0.09% 157