Provenance Wealth Advisors’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.3K Sell
903
-600
-40% -$56K 0.01% 174
2025
Q1
$110K Hold
1,503
0.02% 175
2024
Q4
$90.7K Hold
1,503
0.01% 193
2024
Q3
$113K Hold
1,503
0.01% 179
2024
Q2
$109K Hold
1,503
0.02% 169
2024
Q1
$116K Buy
1,503
+220
+17% +$16.9K 0.02% 174
2023
Q4
$79K Buy
1,283
+295
+30% +$18.2K 0.01% 178
2023
Q3
$45.4K Buy
+988
New +$45.4K 0.01% 183