Axxcess Wealth Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
82,934
-902
| -1% | -$32.9K | 0.07% | 218 |
|
|
2025
Q1 | $2.91M | Sell |
83,836
-379
| -0.5% | -$13.1K | 0.08% | 197 |
|
|
2024
Q4 | $3.16M | Sell |
84,215
-4
| -0% | -$150 | 0.08% | 187 |
|
|
2024
Q3 | $3.12M | Sell |
84,219
-76,985
| -48% | -$2.86M | 0.08% | 194 |
|
|
2024
Q2 | $5.23M | Buy |
161,204
+1,021
| +0.6% | +$33.1K | 0.14% | 130 |
|
|
2024
Q1 | $5.73M | Sell |
160,183
-2,509
| -2% | -$89.8K | 0.16% | 115 |
|
|
2023
Q4 | $6.11M | Buy |
162,692
+120,294
| +284% | +$4.52M | 0.18% | 111 |
|
|
2023
Q3 | $1.17M | Buy |
42,398
+671
| +2% | +$18.5K | 0.04% | 291 |
|
|
2023
Q2 | $1.24M | Buy |
41,727
+2,342
| +6% | +$69.5K | 0.09% | 192 |
|
|
2023
Q1 | $1.39M | Sell |
39,385
-919
| -2% | -$32.3K | 0.1% | 180 |
|
|
2022
Q4 | $1.63M | Buy |
40,304
+42
| +0.1% | +$1.7K | 0.13% | 150 |
|
|
2022
Q3 | $1.44M | Buy |
40,262
+56
| +0.1% | +$2K | 0.14% | 148 |
|
|
2022
Q2 | $1.41M | Hold |
40,206
| – | – | 0.13% | 144 |
|
|
2022
Q1 | $1.4M | Sell |
40,206
-15,556
| -28% | -$542K | 0.11% | 154 |
|
|
2021
Q4 | $2.02M | Buy |
+55,762
| New | +$2.02M | 0.15% | 119 |
|