Dynasty 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
$1.95M Sell
20,887
-6,268
-23% -$585K 0.03% 85
2025
Q1
$1.98M Buy
27,155
+10,395
+62% +$757K 0.03% 92
2024
Q4
$1.01M Buy
+16,760
New +$1.01M 0.02% 146