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Exencial Wealth Advisors’s Uber UBER Stock Holding History

Exencial Wealth Advisors’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 		$1.37M Sell
14,683
-2,291
-13% -$214K 0.05% 251
2025
Q1 		$1.24M Buy
16,974
+9,203
+118% +$671K 0.05% 262
2024
Q4 		$469K Buy
7,771
+4,946
+175% +$298K 0.02% 367
2024
Q3 		$212K Buy
+2,825
New +$212K 0.01% 471