Keudell/Morrison 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	–	Sell	-3,528	Closed	-$257K	–	245
2025 Q1	$257K	Sell	3,528 -362	-9%	-$26.4K	0.06%	182
2024 Q4	$235K	Buy	3,890 +517	+15%	+$31.2K	0.06%	192
2024 Q3	$254K	Sell	3,373 -371	-10%	-$27.9K	0.07%	182
2024 Q2	$272K	Buy	+3,744	New	+$272K	0.08%	167