Beacon Investment Advisors’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 | $205K | Buy |
+5,631
| New | +$205K | 0.09% | 152 |
|
|
2025
Q1 | – | Sell |
-5,544
| Closed | -$208K | – | 158 |
|
|
2024
Q4 | $208K | Buy |
5,544
+41
| +0.7% | +$1.54K | 0.1% | 143 |
|
|
2024
Q3 | $204K | Buy |
+5,503
| New | +$204K | 0.1% | 145 |
|
|
2024
Q1 | – | Sell |
-5,374
| Closed | -$202K | – | 135 |
|
|
2023
Q4 | $202K | Buy |
+5,374
| New | +$202K | 0.13% | 119 |
|