Brighton Jones LLC’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
17,832
+738
| +4% | +$26.9K | 0.02% | 452 |
|
|
2025
Q1 | $593K | Buy |
17,094
+221
| +1% | +$7.66K | 0.02% | 351 |
|
|
2024
Q4 | $634K | Buy |
16,873
+748
| +5% | +$28.1K | 0.02% | 343 |
|
|
2024
Q3 | $598K | Sell |
16,125
-504
| -3% | -$18.7K | 0.02% | 289 |
|
|
2024
Q2 | $539K | Sell |
16,629
-57
| -0.3% | -$1.85K | 0.02% | 338 |
|
|
2024
Q1 | $597K | Buy |
16,686
+179
| +1% | +$6.41K | 0.02% | 310 |
|
|
2023
Q4 | $620K | Buy |
16,507
+260
| +2% | +$9.76K | 0.03% | 278 |
|
|
2023
Q3 | $448K | Buy |
16,247
+1,641
| +11% | +$45.3K | 0.02% | 315 |
|
|
2023
Q2 | $433K | Buy |
14,606
+152
| +1% | +$4.51K | 0.02% | 318 |
|
|
2023
Q1 | $509K | Buy |
14,454
+126
| +0.9% | +$4.44K | 0.03% | 285 |
|
|
2022
Q4 | $580K | Buy |
14,328
+4,229
| +42% | +$171K | 0.03% | 225 |
|
|
2022
Q3 | $361K | Buy |
10,099
+102
| +1% | +$3.65K | 0.02% | 299 |
|
|
2022
Q2 | $351K | Buy |
9,997
+69
| +0.7% | +$2.42K | 0.02% | 312 |
|
|
2022
Q1 | $346K | Buy |
9,928
+127
| +1% | +$4.43K | 0.02% | 335 |
|
|
2021
Q4 | $356K | Buy |
9,801
+94
| +1% | +$3.41K | 0.02% | 336 |
|
|
2021
Q3 | $353K | Buy |
9,707
+90
| +0.9% | +$3.27K | 0.02% | 329 |
|
|
2021
Q2 | $351K | Hold |
9,617
| – | – | 0.02% | 320 |
|
|
2021
Q1 | $371K | Buy |
+9,617
| New | +$371K | 0.02% | 277 |
|