CAPTRUST Financial Advisors’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $253K | Sell |
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|
2024
Q4 | $284K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $157K | Sell |
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|
2022
Q1 | $192K | Sell |
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|
2021
Q4 | $273K | Sell |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $345K | Sell |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $53K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $33K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $29K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $13K | Buy |
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