AE Wealth Management’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
Q4
$205K Buy
2018
Q1
Sell
2017
Q4
$209K Hold
2017
Q3
$223K Hold
2017
Q2
$236K Buy