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Donaldson Capital Management’s Uber UBER Stock Holding History

Donaldson Capital Management’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.26M Buy
45,661
+2,751
+6% +$257K 0.16% 70
2025
Q1 		$3.13M Buy
+42,910
New +$3.13M 0.12% 87