BBA
Braun-Bostich & Associates’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
8,869
-60
| -0.7% | -$2.19K | 0.22% | 82 |
|
|
2025
Q1 | $310K | Buy |
8,929
+7
| +0.1% | +$243 | 0.23% | 81 |
|
|
2024
Q4 | $335K | Sell |
8,922
-85
| -0.9% | -$3.19K | 0.24% | 72 |
|
|
2024
Q3 | $334K | Buy |
9,007
+51
| +0.6% | +$1.89K | 0.23% | 74 |
|
|
2024
Q2 | $291K | Buy |
8,956
+50
| +0.6% | +$1.62K | 0.22% | 79 |
|
|
2024
Q1 | $319K | Sell |
8,906
-2
| -0% | -$72 | 0.27% | 89 |
|
|
2023
Q4 | $334K | Buy |
8,908
+70
| +0.8% | +$2.63K | 0.3% | 82 |
|
|
2023
Q3 | $244K | Buy |
+8,838
| New | +$244K | 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% | -$45.9K | 0.27% | 99 |
|
|
2017
Q4 | $352K | Buy |
+10,137
| New | +$352K | 0.3% | 94 |
|