Creative Planning’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.69M | Sell |
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|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $889K | Buy |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $370K | Buy |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $1.9M | Buy |
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|
2019
Q3 | $1.18M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $47K | Sell |
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|
2017
Q1 | $87K | Sell |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q3 | $72K | Buy |
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|
2016
Q2 | $31K | Hold |
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|
2016
Q1 | $27K | Sell |
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|
2015
Q4 | $27K | Sell |
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|
2015
Q3 | $45K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $133K | Sell |
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|
2014
Q4 | $175K | Buy |
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|
2014
Q3 | $212K | Sell |
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|
2014
Q2 | $287K | Buy |
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|
2014
Q1 | $179K | Buy |
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|
2013
Q4 | $11K | Buy |
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