Mark Sheptoff Financial Planning’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
1,178
+198
| +20% | +$18.5K | 0.06% | 121 |
|
|
2025
Q1 | $71.4K | Buy |
980
+830
| +553% | +$60.5K | 0.04% | 145 |
|
|
2024
Q4 | $9.05K | Hold |
150
| – | – | ﹤0.01% | 327 |
|
|
2024
Q3 | $11.3K | Hold |
150
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $10.9K | Hold |
150
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $11.5K | Hold |
150
| – | – | 0.01% | 285 |
|
|
2023
Q4 | $9.24K | Buy |
+150
| New | +$9.24K | 0.01% | 292 |
|