Intrepid Financial Planning Group’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
3,094
| – | – | 0.12% | 100 |
|
|
2025
Q1 | $225K | Buy |
+3,094
| New | +$225K | 0.1% | 106 |
|
|
2024
Q4 | – | Sell |
-3,094
| Closed | -$233K | – | 130 |
|
|
2024
Q3 | $233K | Hold |
3,094
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $225K | Hold |
3,094
| – | – | 0.1% | 109 |
|
|
2024
Q1 | $238K | Sell |
3,094
-195
| -6% | -$15K | 0.1% | 110 |
|
|
2023
Q4 | $203K | Buy |
+3,289
| New | +$203K | 0.1% | 111 |
|