WealthPLAN 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	$347K	Buy	+3,721	New	+$347K	0.06%	198
2023 Q3	–	Sell	-200	Closed	-$8.63K	–	1107
2023 Q2	$8.63K	Hold	200	–	–	﹤0.01%	816
2023 Q1	$6.34K	Buy	+200	New	+$6.34K	﹤0.01%	957