Delap Wealth Advisory’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,570	Closed	-$550K	–	112
2024 Q2	$550K	Buy	7,570 +416	+6%	+$30.2K	0.25%	42
2024 Q1	$551K	Buy	+7,154	New	+$551K	0.22%	68