Compass 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	-1,000	Closed	-$72.9K	–	389
2025 Q1	$72.9K	Hold	1,000	–	–	0.02%	212
2024 Q4	$60.3K	Sell	1,000 -500	-33%	-$30.2K	0.01%	227
2024 Q3	$113K	Hold	1,500	–	–	0.03%	192
2024 Q2	$109K	Buy	+1,500	New	+$109K	0.03%	193