AO
Advisor OS’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,838
| Closed | -$244K | – | 349 |
|
|
2023
Q3 | $244K | Hold |
8,838
| – | – | 0.04% | 255 |
|
|
2023
Q2 | $262K | Hold |
8,838
| – | – | 0.04% | 253 |
|
|
2023
Q1 | $311K | Hold |
8,838
| – | – | 0.07% | 187 |
|
|
2022
Q4 | $358K | Hold |
8,838
| – | – | 0.1% | 169 |
|
|
2022
Q3 | $316K | Hold |
8,838
| – | – | 0.1% | 159 |
|
|
2022
Q2 | $310K | Hold |
8,838
| – | – | 0.09% | 171 |
|
|
2022
Q1 | $308K | Hold |
8,838
| – | – | 0.09% | 174 |
|
|
2021
Q4 | $321K | Hold |
8,838
| – | – | 0.07% | 206 |
|
|
2021
Q3 | $322K | Hold |
8,838
| – | – | 0.07% | 192 |
|
|
2021
Q2 | $323K | Hold |
8,838
| – | – | 0.07% | 186 |
|
|
2021
Q1 | $341K | Hold |
8,838
| – | – | 0.08% | 146 |
|
|
2020
Q4 | $286K | Buy |
+8,838
| New | +$286K | 0.08% | 112 |
|
|
2020
Q3 | – | Sell |
-13,838
| Closed | -$383K | – | 163 |
|
|
2020
Q2 | $383K | Buy |
+13,838
| New | +$383K | 0.23% | 91 |
|