Walled Lake Planning & 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	$224K	Buy	+2,400	New	+$224K	0.07%	128
2021 Q4	–	Sell	-90	Closed	-$4K	–	296
2021 Q3	$4K	Hold	90	–	–	﹤0.01%	295
2021 Q2	$5K	Hold	90	–	–	﹤0.01%	273
2021 Q1	$5K	Buy	+90	New	+$5K	﹤0.01%	265