Accordant Advisory Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
6,500
| – | – | 0.18% | 49 |
|
|
2025
Q1 | $225K | Hold |
6,500
| – | – | 0.22% | 35 |
|
|
2024
Q4 | $244K | Hold |
6,500
| – | – | 0.24% | 39 |
|
|
2024
Q3 | $241K | Hold |
6,500
| – | – | 0.19% | 43 |
|
|
2024
Q2 | $211K | Sell |
6,500
-200
| -3% | -$6.49K | 0.2% | 52 |
|
|
2024
Q1 | $240K | Buy |
+6,700
| New | +$240K | 0.18% | 74 |
|