Whipplewood Advisors’s Ubiquiti UI Stock Holding History

Whipplewood Advisors’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 Q2	–	Sell
2025 Q1	$310	Buy
2024 Q4	$332	Buy