Axxcess Wealth Management’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 | $3.02M | Sell |
|
|||||
|
2025
Q1 | $2.91M | Sell |
|
|||||
|
2024
Q4 | $3.16M | Sell |
|
|||||
|
2024
Q3 | $3.12M | Sell |
|
|||||
|
2024
Q2 | $5.23M | Buy |
|
|||||
|
2024
Q1 | $5.73M | Sell |
|
|||||
|
2023
Q4 | $6.11M | Buy |
|
|||||
|
2023
Q3 | $1.17M | Buy |
|
|||||
|
2023
Q2 | $1.24M | Buy |
|
|||||
|
2023
Q1 | $1.39M | Sell |
|
|||||
|
2022
Q4 | $1.63M | Buy |
|
|||||
|
2022
Q3 | $1.44M | Buy |
|
|||||
|
2022
Q2 | $1.41M | Hold |
|
|||||
|
2022
Q1 | $1.4M | Sell |
|
|||||
|
2021
Q4 | $2.02M | Buy |
|