Belpointe Asset 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 | $369K | Sell |
10,133
-1
| -0% | -$36 | 0.02% | 688 |
|
|
2025
Q1 | $351K | Buy |
10,134
+1
| +0% | +$35 | 0.02% | 672 |
|
|
2024
Q4 | $394K | Hold |
10,133
| – | – | 0.02% | 572 |
|
|
2024
Q3 | $376K | Hold |
10,133
| – | – | 0.02% | 584 |
|
|
2024
Q2 | $329K | Hold |
10,133
| – | – | 0.02% | 561 |
|
|
2024
Q1 | $363K | Hold |
10,133
| – | – | 0.03% | 522 |
|
|
2023
Q4 | $380K | Buy |
10,133
+25
| +0.2% | +$939 | 0.03% | 449 |
|
|
2023
Q3 | $279K | Buy |
10,108
+260
| +3% | +$7.17K | 0.03% | 496 |
|
|
2023
Q2 | $292K | Buy |
9,848
+1,360
| +16% | +$40.3K | 0.03% | 459 |
|
|
2023
Q1 | $299K | Buy |
8,488
+335
| +4% | +$11.8K | 0.02% | 763 |
|
|
2022
Q4 | $330K | Sell |
8,153
-210
| -3% | -$8.5K | 0.02% | 696 |
|
|
2022
Q3 | $300K | Buy |
8,363
+380
| +5% | +$13.6K | 0.02% | 689 |
|
|
2022
Q2 | $280K | Hold |
7,983
| – | – | 0.02% | 704 |
|
|
2022
Q1 | $279K | Hold |
7,983
| – | – | 0.02% | 761 |
|
|
2021
Q4 | $290K | Hold |
7,983
| – | – | 0.02% | 731 |
|
|
2021
Q3 | $291K | Sell |
7,983
-74
| -0.9% | -$2.7K | 0.02% | 693 |
|
|
2021
Q2 | $294K | Buy |
8,057
+174
| +2% | +$6.35K | 0.02% | 678 |
|
|
2021
Q1 | $304K | Sell |
7,883
-1,548
| -16% | -$59.7K | 0.03% | 597 |
|
|
2020
Q4 | $306K | Sell |
9,431
-13
| -0.1% | -$422 | 0.03% | 548 |
|
|
2020
Q3 | $202K | Hold |
9,444
| – | – | 0.02% | 545 |
|
|
2020
Q2 | $261K | Buy |
9,444
+13
| +0.1% | +$359 | 0.03% | 449 |
|
|
2020
Q1 | $218K | Hold |
9,431
| – | – | 0.04% | 409 |
|
|
2019
Q4 | $365K | Hold |
9,431
| – | – | 0.05% | 394 |
|
|
2019
Q3 | $357K | Hold |
9,431
| – | – | 0.06% | 357 |
|
|
2019
Q2 | $350K | Hold |
9,431
| – | – | 0.07% | 302 |
|
|
2019
Q1 | $342K | Hold |
9,431
| – | – | 0.07% | 221 |
|
|
2018
Q4 | $293K | Buy |
9,431
+177
| +2% | +$5.5K | 0.07% | 283 |
|
|
2018
Q3 | $336K | Hold |
9,254
| – | – | 0.05% | 334 |
|
|
2018
Q2 | $337K | Hold |
9,254
| – | – | 0.09% | 234 |
|
|
2018
Q1 | $326K | Hold |
9,254
| – | – | 0.1% | 238 |
|
|
2017
Q4 | $322K | Hold |
9,254
| – | – | 0.07% | 322 |
|
|
2017
Q3 | $344K | Buy |
+9,254
| New | +$344K | 0.08% | 290 |
|