Shepherd Financial Partners’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$608K	Sell	6,518 -3	-0%	-$280	0.06%	136
2025 Q1	$475K	Buy	+6,521	New	+$475K	0.06%	157
2022 Q1	–	Sell	-4,970	Closed	-$207K	–	171
2021 Q4	$207K	Sell	4,970 -10,617	-68%	-$442K	0.04%	150
2021 Q3	$700K	Buy	+15,587	New	+$700K	0.14%	98