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
2026 Q1	$381K	Sell	9,208 -36	-0.4%	-$1.5K	0.24%	71
2025 Q4	$355K	Sell	9,244 -12	-0.1%	-$447	0.22%	77
2025 Q3	$344K	Buy	9,256 +387	+4%	+$14.4K	0.22%	79
2025 Q2	$323K	Sell	8,869 -60	-0.7%	-$2.11K	0.22%	82
2025 Q1	$310K	Buy	8,929 +7	+0.1%	+$256	0.23%	81
2024 Q4	$335K	Sell	8,922 -85	-0.9%	-$3.35K	0.24%	72
2024 Q3	$334K	Buy	9,007 +51	+0.6%	+$1.86K	0.23%	74
2024 Q2	$291K	Buy	8,956 +50	+0.6%	+$1.65K	0.22%	79
2024 Q1	$319K	Sell	8,906 -2	-0%	-$71	0.27%	89
2023 Q4	$334K	Buy	8,908 +70	+0.8%	+$2.22K	0.3%	82
2023 Q3	$244K	Buy	+8,838	New	+$266K	0.45%	42
2020 Q4	–	Sell	-8,838	Closed	-$190K	–	208
2020 Q3	$190K	Hold	8,838	–	–	0.19%	94
2020 Q2	$244K	Hold	8,838	–	–	0.24%	66
2020 Q1	$200K	Hold	8,838	–	–	0.25%	72
2019 Q4	$342K	Hold	8,838	–	–	0.34%	61
2019 Q3	$335K	Hold	8,838	–	–	0.39%	59
2019 Q2	$328K	Hold	8,838	–	–	0.34%	55
2019 Q1	$320K	Hold	8,838	–	–	0.33%	76
2018 Q4	$275K	Hold	8,838	–	–	0.29%	89
2018 Q3	$321K	Hold	8,838	–	–	0.31%	84
2018 Q2	$322K	Hold	8,838	–	–	0.32%	86
2018 Q1	$312K	Sell	8,838 -1,299	-13%	-$47K	0.27%	99
2017 Q4	$352K	Buy	+10,137	New	+$366K	0.3%	94