AWM
UI icon

AE Wealth Management’s Ubiquiti UI Stock Holding History

AE Wealth Management’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,180
Closed -$1.44M – 2558
2025
Q3 		$1.44M Sell
2,180
-2,037
-48% -$1.02M 0.01% 654
2025
Q2 		$1.74M Sell
4,217
-31
-0.7% -$11.3K 0.01% 565
2025
Q1 		$1.32M Buy
4,248
+698
+20% +$247K 0.01% 648
2024
Q4 		$1.18M Sell
3,550
-155
-4% -$46.7K 0.01% 668
2024
Q3 		$821K Buy
+3,705
New +$676K 0.01% 749
2023
Q4 		– Sell
-17,396
Closed -$2.53M – 2187
2023
Q3 		$2.53M Sell
17,396
-2,079
-11% -$349K 0.02% 768
2023
Q2 		$3.42M Buy
+19,475
New +$3.93M 0.02% 661

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SIM
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LWM
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