Shepherd Wealth Management’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.28M	Sell	47,647 -28,290	-37%	-$2.54M	2.92%	10
2025 Q1	$5.53M	Buy	75,937 +53,065	+232%	+$3.87M	5.69%	9
2024 Q4	$1.38M	Buy	+22,872	New	+$1.38M	1.36%	17