Allworth Financial’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 | $46.1K | Buy |
1,265
+1,009
| +394% | +$36.8K | ﹤0.01% | 1983 |
|
|
2025
Q1 | $8.82K | Hold |
256
| – | – | ﹤0.01% | 2471 |
|
|
2024
Q4 | $9.81K | Hold |
256
| – | – | ﹤0.01% | 2438 |
|
|
2024
Q3 | $9.5K | Hold |
256
| – | – | ﹤0.01% | 2279 |
|
|
2024
Q2 | $9.45K | Hold |
256
| – | – | ﹤0.01% | 2244 |
|
|
2024
Q1 | $9.16K | Hold |
256
| – | – | ﹤0.01% | 2151 |
|
|
2023
Q4 | $9.61K | Buy |
256
+195
| +320% | +$7.32K | ﹤0.01% | 1992 |
|
|
2023
Q3 | $1.68K | Buy |
61
+56
| +1,120% | +$1.55K | ﹤0.01% | 2621 |
|
|
2023
Q2 | $149 | Hold |
5
| – | – | ﹤0.01% | 3140 |
|
|
2023
Q1 | $176 | Hold |
5
| – | – | ﹤0.01% | 3034 |
|
|
2022
Q4 | $202 | Sell |
5
-12
| -71% | -$485 | ﹤0.01% | 2780 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 2524 |
|
|
2022
Q2 | $1K | Sell |
17
-19
| -53% | -$1.12K | ﹤0.01% | 2277 |
|
|
2022
Q1 | $1K | Buy |
36
+31
| +620% | +$861 | ﹤0.01% | 2030 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2126 |
|
|
2021
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1979 |
|