Sax Wealth Advisors’s Uber UBER Stock Holding History

Sax Wealth Advisors’s Portfolio UBER Stock Details UBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$984K	Buy
2025 Q2	$875K	Buy
2025 Q1	$602K	Buy
2024 Q4	$340K	Buy
2024 Q3	$277K	Buy
2022 Q3	–	Sell
2022 Q2	$224K	Buy
2022 Q1	$230K	Hold
2021 Q4	$270K	Buy
2021 Q3	$244K	Buy