Cherry Tree 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
Sell
-219
Closed -$16K 751
2025
Q1
$16K Hold
219
﹤0.01% 372
2024
Q4
$13.2K Hold
219
﹤0.01% 380
2024
Q3
$16.5K Hold
219
﹤0.01% 365
2024
Q2
$15.9K Buy
+219
New +$15.9K ﹤0.01% 352