IFP 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 | $205K | Sell |
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|
2025
Q1 | $164K | Buy |
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|
2024
Q4 | $5.31K | Sell |
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|
2024
Q3 | $16.6K | Hold |
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|
2024
Q2 | $10.9K | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $63K | Sell |
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|
2019
Q3 | $43K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $963K | Buy |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $28K | Sell |
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|
2017
Q2 | $52K | Sell |
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|
2017
Q1 | $55K | Buy |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $32K | Sell |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $38K | Buy |
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