Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $291K | Sell |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $202K | Hold |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $365K | Hold |
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|
2019
Q3 | $357K | Hold |
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|
2019
Q2 | $350K | Hold |
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|
2019
Q1 | $342K | Hold |
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|
2018
Q4 | $293K | Buy |
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|
2018
Q3 | $336K | Hold |
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|
2018
Q2 | $337K | Hold |
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|
2018
Q1 | $326K | Hold |
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|
2017
Q4 | $322K | Hold |
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|
2017
Q3 | $344K | Buy |
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