Number of Shares
75,937.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
5.69%
Total Estimate Gain
$1.79 Mil
% of Total Estimate Gain
32.79%

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Uber Technologies Inc Holding Summary

As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 75,937.00 shares of Uber Technologies Inc(UBER), totaling $5.53 Mil. This investment constitutes 5.69% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding Uber Technologies Inc(UBER) stock.

The initial trade took place in 2024Q4. And since then SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has made 1 purchases of UBER, at an average price of $71.84, for a total of 75,937.00 shares. Based on historical transaction data and UBER's current price of $95.39, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his UBER holdings is $1.79 Mil, reflecting a 32.79% gain to date.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co UBER ($95.39) Holding Chart

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co UBER ($95.39) 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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