Bogart Wealth LLC’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	$3.68K	Buy	101 +30	+42%	+$1.09K	﹤0.01%	999
2025 Q1	$2.46K	Hold	71	–	–	﹤0.01%	1028
2024 Q4	$2.67K	Hold	71	–	–	﹤0.01%	1033
2024 Q3	$2.63K	Hold	71	–	–	﹤0.01%	935
2024 Q2	$2.3K	Hold	71	–	–	﹤0.01%	911
2024 Q1	$2.54K	Hold	71	–	–	﹤0.01%	878
2023 Q4	$2.67K	Hold	71	–	–	﹤0.01%	861
2023 Q3	$1.96K	Hold	71	–	–	﹤0.01%	880
2023 Q2	$2.11K	Hold	71	–	–	﹤0.01%	874
2023 Q1	$2.5K	Hold	71	–	–	﹤0.01%	872
2022 Q4	$2.88K	Hold	71	–	–	﹤0.01%	757
2022 Q3	$3K	Hold	71	–	–	﹤0.01%	792
2022 Q2	$2K	Hold	71	–	–	﹤0.01%	795
2022 Q1	$2K	Hold	71	–	–	﹤0.01%	706
2021 Q4	$3K	Hold	71	–	–	﹤0.01%	630
2021 Q3	$3K	Hold	71	–	–	﹤0.01%	612
2021 Q2	$3K	Hold	71	–	–	﹤0.01%	580
2021 Q1	$3K	Hold	71	–	–	﹤0.01%	534
2020 Q4	$2K	Hold	71	–	–	﹤0.01%	415
2020 Q3	$1K	Hold	71	–	–	﹤0.01%	427
2020 Q2	$2K	Hold	71	–	–	﹤0.01%	401
2020 Q1	$2K	Hold	71	–	–	﹤0.01%	374
2019 Q4	$3K	Hold	71	–	–	﹤0.01%	354
2019 Q3	$3K	Hold	71	–	–	﹤0.01%	324
2019 Q2	$2K	Hold	71	–	–	﹤0.01%	311
2019 Q1	$2K	Hold	71	–	–	﹤0.01%	318
2018 Q4	$2K	Hold	71	–	–	﹤0.01%	320
2018 Q3	$3K	Hold	71	–	–	﹤0.01%	292
2018 Q2	$2K	Hold	71	–	–	﹤0.01%	322
2018 Q1	$3K	Hold	71	–	–	﹤0.01%	301
2017 Q4	$2K	Hold	71	–	–	﹤0.01%	304
2017 Q3	$3K	Buy	+71	New	+$3K	﹤0.01%	291