Institute for Wealth Management’s Uber UBER Stock Holding History

Institute for Wealth Management’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	$453K	Hold
2025 Q2	$431K	Sell
2025 Q1	$484K	Buy
2024 Q4	$398K	Buy
2024 Q3	$485K	Buy
2024 Q2	$349K	Buy
2024 Q1	$324K	Sell
2023 Q4	$439K	Buy