Accurate Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,368
| Closed | -$204K | – | 404 |
|
|
2024
Q3 | $204K | Sell |
5,368
-602
| -10% | -$22.8K | 0.04% | 368 |
|
|
2024
Q2 | $211K | Buy |
5,970
+91
| +2% | +$3.22K | 0.05% | 313 |
|
|
2024
Q1 | $201K | Sell |
5,879
-167
| -3% | -$5.71K | 0.06% | 280 |
|
|
2023
Q4 | $221K | Sell |
6,046
-1,539
| -20% | -$56.3K | 0.07% | 248 |
|
|
2023
Q3 | $211K | Buy |
7,585
+317
| +4% | +$8.8K | 0.07% | 251 |
|
|
2023
Q2 | $211K | Buy |
7,268
+210
| +3% | +$6.11K | 0.07% | 252 |
|
|
2023
Q1 | $244K | Buy |
7,058
+1,602
| +29% | +$55.4K | 0.08% | 214 |
|
|
2022
Q4 | $219K | Buy |
+5,456
| New | +$219K | 0.08% | 206 |
|