Bell 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 | $2.95K | Hold |
81
| – | – | ﹤0.01% | 1203 |
|
|
2025
Q1 | $2.81K | Hold |
81
| – | – | ﹤0.01% | 1174 |
|
|
2024
Q4 | $3.04K | Hold |
81
| – | – | ﹤0.01% | 1165 |
|
|
2024
Q3 | $3.01K | Hold |
81
| – | – | ﹤0.01% | 1182 |
|
|
2024
Q2 | $2.63K | Hold |
81
| – | – | ﹤0.01% | 1244 |
|
|
2024
Q1 | $2.9K | Hold |
81
| – | – | ﹤0.01% | 1188 |
|
|
2023
Q4 | $3.04K | Buy |
81
+18
| +29% | +$676 | ﹤0.01% | 1140 |
|
|
2023
Q3 | $1.74K | Hold |
63
| – | – | ﹤0.01% | 1352 |
|
|
2023
Q2 | $1.87K | Hold |
63
| – | – | ﹤0.01% | 1335 |
|
|
2023
Q1 | $2.22K | Hold |
63
| – | – | ﹤0.01% | 1208 |
|
|
2022
Q4 | $2.55K | Hold |
63
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 1235 |
|
|
2022
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 1249 |
|
|
2021
Q4 | $2K | Sell |
63
-14
| -18% | -$444 | ﹤0.01% | 1244 |
|
|
2021
Q3 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 981 |
|