AE Wealth Management’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
4,217
-31
| -0.7% | -$12.8K | 0.01% | 565 |
|
|
2025
Q1 | $1.32M | Buy |
4,248
+698
| +20% | +$216K | 0.01% | 648 |
|
|
2024
Q4 | $1.18M | Sell |
3,550
-155
| -4% | -$51.5K | 0.01% | 668 |
|
|
2024
Q3 | $821K | Buy |
+3,705
| New | +$821K | 0.01% | 749 |
|
|
2023
Q4 | – | Sell |
-17,396
| Closed | -$2.53M | – | 2180 |
|
|
2023
Q3 | $2.53M | Sell |
17,396
-2,079
| -11% | -$302K | 0.02% | 766 |
|
|
2023
Q2 | $3.42M | Buy |
+19,475
| New | +$3.42M | 0.02% | 660 |
|