A detailed history of Wealth Plan Investment Management, LLC transactions in Uber Technologies, Inc stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 7,178 shares of UBER stock, worth $569,000. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,178
Previous 11,941 39.89%
Holding current value
$569,000
Previous $919,000 43.31%
% of portfolio
0.08%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$63.52 - $77.16 $302,545 - $367,513
-4,763 Reduced 39.89%
7,178 $521,000
Q1 2024

May 16, 2024

BUY
$57.58 - $81.39 $124,200 - $175,558
2,157 Added 22.05%
11,941 $919,000
Q4 2023

Jan 05, 2024

BUY
$40.62 - $63.28 $31,602 - $49,231
778 Added 8.64%
9,784 $602,000
Q3 2023

Nov 15, 2023

BUY
$42.11 - $49.46 $379,242 - $445,436
9,006 New
9,006 $414,000
Q2 2023

Aug 14, 2023

BUY
$29.59 - $44.42 $82,260 - $123,487
2,780 Added 763.74%
3,144 $135,000
Q2 2023

Jul 25, 2023

SELL
$29.59 - $44.42 $142,623 - $214,104
-4,820 Reduced 92.98%
364 $15,000
Q1 2023

May 08, 2023

BUY
$25.36 - $36.83 $131,466 - $190,926
5,184 New
5,184 $164,000

Others Institutions Holding UBER

About Uber Technologies, Inc


  • Ticker UBER
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,979,920,000
  • Market Cap $157B
  • Description
  • Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. It connects consumers with independent providers of ride services for ridesharing services; and connects riders and other consumers with restaurants, grocers, and ot...
More about UBER
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