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Total Wealth Planning & Management’s Uber UBER Stock Holding History

Total Wealth Planning & Management’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Sell
10,955
-3,537
-24% -$330K 0.83% 26
2025
Q1 		$1.06M Buy
14,492
+7,768
+116% +$566K 1% 23
2024
Q4 		$406K Buy
+6,724
New +$406K 0.37% 77