Allworth Financial’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 | $46.1K | Buy |
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|
2025
Q1 | $8.82K | Hold |
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|
2024
Q4 | $9.81K | Hold |
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|
2024
Q3 | $9.5K | Hold |
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|
2024
Q2 | $9.45K | Hold |
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|
2024
Q1 | $9.16K | Hold |
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|
2023
Q4 | $9.61K | Buy |
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|
2023
Q3 | $1.68K | Buy |
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|
2023
Q2 | $149 | Hold |
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|
2023
Q1 | $176 | Hold |
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|
2022
Q4 | $202 | Sell |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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