Total Wealth Planning & Management, Inc. UBER Holdings History
Total Wealth Planning & Management, Inc.'s Uber Technologies Inc Holding Summary
As of 2025-06-30, Total Wealth Planning & Management, Inc. held 10,955.00 shares of Uber Technologies Inc(UBER), totaling $1.02 Mil. This investment constitutes 0.83% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding Uber Technologies Inc(UBER) stock.
The initial trade took place in 2024Q4. And since then Total Wealth Planning & Management, Inc. has made 1 purchases of UBER, at an average price of $71.72, for a total of 14,492.00 shares. In addition, there have been 1 sales at an average price of $82.17 for 3,537.00 shares. Based on historical transaction data and UBER's current price of $90.87, Total Wealth Planning & Management, Inc.'s estimated gain on his UBER holdings is $246,684.78, reflecting a 23.73% gain to date.
Total Wealth Planning & Management, Inc. UBER ($90.87) Holding Chart
Total Wealth Planning & Management, Inc. UBER ($90.87) 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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