Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294 | Buy |
8
+5
| +167% | +$184 | ﹤0.01% | 803 |
|
|
2025
Q1 | $105 | Buy |
+3
| New | +$105 | ﹤0.01% | 867 |
|
|
2021
Q1 | – | Sell |
-118
| Closed | -$4K | – | 414 |
|
|
2020
Q4 | $4K | Hold |
118
| – | – | ﹤0.01% | 302 |
|
|
2020
Q3 | $3K | Hold |
118
| – | – | ﹤0.01% | 298 |
|
|
2020
Q2 | $3K | Hold |
118
| – | – | ﹤0.01% | 272 |
|
|
2020
Q1 | $3K | Hold |
118
| – | – | ﹤0.01% | 253 |
|
|
2019
Q4 | $5K | Hold |
118
| – | – | ﹤0.01% | 255 |
|
|
2019
Q3 | $4K | Buy |
118
+59
| +100% | +$2K | ﹤0.01% | 277 |
|
|
2019
Q2 | $2K | Hold |
59
| – | – | ﹤0.01% | 312 |
|
|
2019
Q1 | $2K | Hold |
59
| – | – | ﹤0.01% | 350 |
|
|
2018
Q4 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 332 |
|