Roman Butler Fullerton & Co’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$576K Buy
6,312
+1,840
+41% +$168K 0.17% 135
2025
Q1
$331K Buy
+4,472
New +$331K 0.13% 163
2024
Q4
Sell
-2,803
Closed -$233K 265
2024
Q3
$233K Buy
+2,803
New +$233K 0.07% 227