Brighton Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $699K | Buy |
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|
2025
Q2 | $650K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $634K | Buy |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | $580K | Buy |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $371K | Buy |
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