Baker Tilly Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,137
| Closed | -$638K | – | 488 |
|
|
2023
Q3 | $638K | Sell |
23,137
-16,280
| -41% | -$449K | 0.11% | 200 |
|
|
2023
Q2 | $1.17M | Sell |
39,417
-23
| -0.1% | -$682 | 0.12% | 183 |
|
|
2023
Q1 | $1.39M | Sell |
39,440
-7,750
| -16% | -$273K | 0.16% | 139 |
|
|
2022
Q4 | $1.91M | Sell |
47,190
-50
| -0.1% | -$2.02K | 0.24% | 101 |
|
|
2022
Q3 | $1.69M | Hold |
47,240
| – | – | 0.23% | 93 |
|
|
2022
Q2 | $1.66M | Buy |
47,240
+23
| +0% | +$807 | 0.22% | 98 |
|
|
2022
Q1 | $1.65M | Buy |
47,217
+80
| +0.2% | +$2.79K | 0.18% | 114 |
|
|
2021
Q4 | $1.71M | Hold |
47,137
| – | – | 0.18% | 113 |
|
|
2021
Q3 | $1.72M | Hold |
47,137
| – | – | 0.23% | 85 |
|
|
2021
Q2 | $1.72M | Buy |
47,137
+40,704
| +633% | +$1.49M | 0.28% | 82 |
|
|
2021
Q1 | $248K | Buy |
+6,433
| New | +$248K | 0.05% | 407 |
|