A detailed history of Bergan Kdv Wealth Management, LLC transactions in Uber Technologies, Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 36 shares of UBER stock, worth $2,221. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36
Previous 69 47.83%
Holding current value
$2,221
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$29.59 - $44.42 $976 - $1,465
-33 Reduced 47.83%
36 $1,000
Q4 2022

Jan 31, 2023

SELL
$24.39 - $31.57 $902 - $1,168
-37 Reduced 34.91%
69 $1,000
Q3 2022

Oct 24, 2022

BUY
$20.65 - $33.13 $578 - $927
28 Added 35.9%
106 $3,000
Q2 2022

Jul 13, 2022

SELL
$20.46 - $36.51 $491 - $876
-24 Reduced 23.53%
78 $2,000
Q1 2022

May 09, 2022

SELL
$28.57 - $44.42 $142 - $222
-5 Reduced 4.67%
102 $4,000
Q4 2021

Jan 28, 2022

BUY
$35.73 - $48.36 $178 - $241
5 Added 4.9%
107 $4,000
Q3 2020

Nov 05, 2020

BUY
$29.42 - $37.95 $2,324 - $2,998
79 Added 343.48%
102 $4,000
Q2 2020

Aug 13, 2020

BUY
$22.82 - $37.21 $524 - $855
23 New
23 $1,000

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 $122B
  • 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
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.