Bell Investment Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95K | Hold |
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|
2025
Q1 | $2.81K | Hold |
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|
2024
Q4 | $3.04K | Hold |
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|
2024
Q3 | $3.01K | Hold |
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|
2024
Q2 | $2.63K | Hold |
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|
2024
Q1 | $2.9K | Hold |
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|
2023
Q4 | $3.04K | Buy |
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|
2023
Q3 | $1.74K | Hold |
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|
2023
Q2 | $1.87K | Hold |
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|
2023
Q1 | $2.22K | Hold |
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|
2022
Q4 | $2.55K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Buy |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $3K | Buy |
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