Aspire Private Capital’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,131	Closed	-$42K	–	596
2024 Q3	$42K	Hold	1,131	–	–	0.01%	244
2024 Q2	$36.7K	Hold	1,131	–	–	0.01%	257
2024 Q1	$40.5K	Hold	1,131	–	–	0.01%	250
2023 Q4	$42.5K	Hold	1,131	–	–	0.01%	237
2023 Q3	$31.2K	Hold	1,131	–	–	0.01%	256
2023 Q2	$33.6K	Hold	1,131	–	–	0.01%	240
2023 Q1	$39.8K	Hold	1,131	–	–	0.01%	226
2022 Q4	$45.8K	Hold	1,131	–	–	0.02%	199
2022 Q3	$40K	Hold	1,131	–	–	0.02%	218
2022 Q2	$40K	Hold	1,131	–	–	0.01%	225
2022 Q1	$39K	Hold	1,131	–	–	0.01%	230
2021 Q4	$41K	Hold	1,131	–	–	0.01%	234
2021 Q3	$41K	Hold	1,131	–	–	0.01%	227
2021 Q2	$41K	Buy	1,131 +967	+590%	+$38K	0.01%	225
2021 Q1	$6K	Hold	164	–	–	﹤0.01%	372
2020 Q4	$5K	Sell	164 -2,892	-95%	-$81.7K	﹤0.01%	305
2020 Q3	$66K	Buy	+3,056	New	+$79.6K	0.03%	193