Bartlett & Co 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	-1,600	Closed	-$44.7K	–	1271
2023 Q3	$44.7K	Hold	1,600	–	–	﹤0.01%	682
2023 Q2	$48K	Hold	1,600	–	–	﹤0.01%	681
2023 Q1	$56.9K	Hold	1,600	–	–	﹤0.01%	552
2022 Q4	$65.4K	Sell	1,600 -55	-3%	-$2.23K	﹤0.01%	541
2022 Q3	$59.8K	Sell	1,655 -87	-5%	-$3.24K	﹤0.01%	537
2022 Q2	$61.7K	Buy	1,742 +142	+9%	+$4.98K	﹤0.01%	540
2022 Q1	$56.4K	Buy	+1,600	New	+$58.1K	﹤0.01%	567
2021 Q4	–	Sell	-1,600	Closed	-$58.8K	–	856
2021 Q3	$58.8K	Hold	1,600	–	–	﹤0.01%	484
2021 Q2	$59K	Hold	1,600	–	–	﹤0.01%	480
2021 Q1	$62.3K	Hold	1,600	–	–	﹤0.01%	498
2020 Q4	$52.4K	Hold	1,600	–	–	﹤0.01%	521
2020 Q3	$34.9K	Hold	1,600	–	–	﹤0.01%	537
2020 Q2	$44.8K	Hold	1,600	–	–	﹤0.01%	519
2020 Q1	$37.5K	Hold	1,600	–	–	﹤0.01%	510
2019 Q4	$62.4K	Hold	1,600	–	–	﹤0.01%	489
2019 Q3	$61.1K	Buy	+1,600	New	+$59.3K	﹤0.01%	487