Baker Tilly 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
2023 Q4	–	Sell	-23,137	Closed	-$638K	–	488
2023 Q3	$638K	Sell	23,137 -16,280	-41%	-$490K	0.11%	200
2023 Q2	$1.17M	Sell	39,417 -23	-0.1%	-$724	0.12%	183
2023 Q1	$1.39M	Sell	39,440 -7,750	-16%	-$304K	0.16%	139
2022 Q4	$1.91M	Sell	47,190 -50	-0.1%	-$2.03K	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%	+$2.91K	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%	+$1.6M	0.28%	82
2021 Q1	$248K	Buy	+6,433	New	+$236K	0.05%	407