Braun-Bostich & Associates’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 | $323K | Sell |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $190K | Hold |
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|
2020
Q2 | $244K | Hold |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $342K | Hold |
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|
2019
Q3 | $335K | Hold |
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|
2019
Q2 | $328K | Hold |
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|
2019
Q1 | $320K | Hold |
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|
2018
Q4 | $275K | Hold |
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|
2018
Q3 | $321K | Hold |
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|
2018
Q2 | $322K | Hold |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $352K | Buy |
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