Heartwood Wealth Advisors’s Uber UBER Stock Holding History

Heartwood Wealth Advisors’s Portfolio UBER Stock Details UBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$634K	Sell
2025 Q2	$606K	Sell
2025 Q1	$491K	Buy
2024 Q4	$332K	Buy
2024 Q3	$410K	Sell
2024 Q2	$469K	Buy