Advisory Services Network’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
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2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $621K | Hold |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $161K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $158K | Buy |
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|
2022
Q4 | $176K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $8K | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $15K | Buy |
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|
2017
Q4 | $15K | Buy |
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|
2017
Q3 | $11K | Sell |
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|
2017
Q2 | $14K | Buy |
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|
2017
Q1 | $15K | Buy |
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