AOWM
Alpha Omega Wealth Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,608
| Closed | -$229K | – | 211 |
|
|
2025
Q1 | $229K | Sell |
6,608
-59
| -0.9% | -$2.05K | 0.04% | 189 |
|
|
2024
Q4 | $250K | Buy |
+6,667
| New | +$250K | 0.05% | 183 |
|
|
2019
Q3 | – | Sell |
-1,105
| Closed | -$41K | – | 527 |
|
|
2019
Q2 | $41K | Buy |
1,105
+616
| +126% | +$22.9K | 0.02% | 270 |
|
|
2019
Q1 | $18K | Hold |
489
| – | – | 0.01% | 368 |
|
|
2018
Q4 | $15K | Hold |
489
| – | – | 0.01% | 333 |
|
|
2018
Q3 | $18K | Sell |
489
-127
| -21% | -$4.68K | 0.01% | 326 |
|
|
2018
Q2 | $22K | Hold |
616
| – | – | 0.01% | 307 |
|
|
2018
Q1 | $22K | Hold |
616
| – | – | 0.01% | 290 |
|
|
2017
Q4 | $21K | Hold |
616
| – | – | 0.01% | 287 |
|
|
2017
Q3 | $23K | Hold |
616
| – | – | 0.01% | 286 |
|
|
2017
Q2 | $24K | Buy |
616
+507
| +465% | +$19.8K | 0.01% | 278 |
|
|
2017
Q1 | $5K | Hold |
109
| – | – | ﹤0.01% | 406 |
|
|
2016
Q4 | $5K | Buy |
+109
| New | +$5K | ﹤0.01% | 388 |
|