Lord & Richards 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
$451K Buy
4,837
+643
+15% +$60K 0.47% 41
2025
Q1
$306K Buy
+4,194
New +$306K 0.35% 56