SWP
UI icon

Stratos Wealth Partners’s Ubiquiti UI Stock Holding History

Stratos Wealth Partners’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
2026
Q1 		$318K Sell
403
-256
-39% -$174K ﹤0.01% 1288
2025
Q4 		$365K Buy
659
+19
+3% +$12K ﹤0.01% 1176
2025
Q3 		$423K Buy
640
+8
+1% +$3.99K 0.01% 1088
2025
Q2 		$260K Buy
+632
New +$230K ﹤0.01% 1200
2025
Q1 		– Sell
-608
Closed -$202K – 1503
2024
Q4 		$202K Buy
+608
New +$183K ﹤0.01% 1350
2019
Q2 		– Sell
-2,188
Closed -$328K – 998
2019
Q1 		$328K Buy
+2,188
New +$276K 0.01% 678

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Morgan Stanley
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