WealthPlan Investment Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.81M | Buy |
|
|||||
|
2025
Q2 | $1.71M | Buy |
|
|||||
|
2025
Q1 | $1.19M | Buy |
|
|||||
|
2024
Q4 | $415K | Sell |
|
|||||
|
2024
Q3 | $545K | Buy |
|
|||||
|
2024
Q2 | $522K | Sell |
|
|||||
|
2024
Q1 | $919K | Buy |
|
|||||
|
2023
Q4 | $602K | Buy |
|
|||||
|
2023
Q3 | $414K | Buy |
|
|||||
|
2023
Q2 | $136K | Sell |
|
|||||
|
2023
Q1 | $164K | Buy |
|