Number of Shares
19,794.00
Current Holdings Value*
$1.85 Mil
% of Portfolio
0.89%
Total Estimate Gain
$230,901.73
% of Total Estimate Gain
14.56%

SHELTON WEALTH MANAGEMENT, LLC's Uber Technologies Inc Holding Summary

As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 19,794.00 shares of Uber Technologies Inc(UBER), totaling $1.85 Mil. This investment constitutes 0.89% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Uber Technologies Inc(UBER) stock.

The initial trade took place in 2024Q4. And since then SHELTON WEALTH MANAGEMENT, LLC has made 2 purchases of UBER, at an average price of $80.12, for a total of 19,794.00 shares. Based on historical transaction data and UBER's current price of $91.79, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his UBER holdings is $230,901.73, reflecting a 14.56% gain to date.

SHELTON WEALTH MANAGEMENT, LLC UBER ($91.79) Holding Chart

SHELTON WEALTH MANAGEMENT, LLC UBER ($91.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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