AssetMark Inc’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 | $7.65K | Buy |
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|
2025
Q1 | $5.72K | Sell |
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|
2024
Q4 | $7.13K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $33K | Hold |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $32K | Sell |
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|
2017
Q4 | $32K | Buy |
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|
2017
Q3 | $34K | Hold |
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|
2017
Q2 | $36K | Hold |
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|
2017
Q1 | $39K | Buy |
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|
2016
Q4 | $21K | Buy |
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