Bogart Wealth LLC’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.6K | Hold |
776
| – | – | ﹤0.01% | 630 |
|
|
2026
Q1 | $32.1K | Buy |
776
+13
| +2% | +$540 | ﹤0.01% | 607 |
|
|
2025
Q4 | $29.3K | Hold |
763
| – | – | ﹤0.01% | 589 |
|
|
2025
Q3 | $28.4K | Buy |
763
+662
| +655% | +$24.7K | ﹤0.01% | 576 |
|
|
2025
Q2 | $3.68K | Buy |
101
+30
| +42% | +$1.05K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $2.46K | Hold |
71
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q4 | $2.67K | Hold |
71
| – | – | ﹤0.01% | 1040 |
|
|
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% | 793 |
|
|
2022
Q2 | $2K | Hold |
71
| – | – | ﹤0.01% | 796 |
|
|
2022
Q1 | $2K | Hold |
71
| – | – | ﹤0.01% | 710 |
|
|
2021
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 612 |
|
|
2021
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 581 |
|
|
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% | 355 |
|
|
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 | +$2.5K | ﹤0.01% | 291 |
|
Other funds holding UBSI
Bogart Wealth LLC's UBSI Position: Q2 2026 in Review
Bogart Wealth LLC held its United Bankshares (UBSI) position steady in Q2 2026 at 776 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #630.
Bogart Wealth LLC first reported a position in UBSI in Q3 2017 and has held it in 36 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.
- Bogart Wealth LLC held 776 shares of United Bankshares worth $35.6K as of Q2 2026.
- Bogart Wealth LLC left its United Bankshares share count unchanged in Q2 2026.
- United Bankshares made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #630 holding.
- Bogart Wealth LLC first reported a position in United Bankshares in Q3 2017 and has held it in 36 quarters since.
- 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.