Brown Miller Wealth Management’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 | $452K | Buy |
12,399
+132
| +1% | +$4.81K | 0.14% | 117 |
|
|
2025
Q1 | $425K | Buy |
12,267
+119
| +1% | +$4.13K | 0.15% | 115 |
|
|
2024
Q4 | $456K | Buy |
12,148
+121
| +1% | +$4.54K | 0.17% | 83 |
|
|
2024
Q3 | $446K | Buy |
12,027
+135
| +1% | +$5.01K | 0.17% | 85 |
|
|
2024
Q2 | $386K | Buy |
11,892
+122
| +1% | +$3.96K | 0.16% | 89 |
|
|
2024
Q1 | $421K | Buy |
11,770
+116
| +1% | +$4.15K | 0.19% | 88 |
|
|
2023
Q4 | $438K | Buy |
11,654
+150
| +1% | +$5.63K | 0.22% | 85 |
|
|
2023
Q3 | $317K | Buy |
11,504
+137
| +1% | +$3.78K | 0.18% | 99 |
|
|
2023
Q2 | $337K | Buy |
11,367
+115
| +1% | +$3.41K | 0.18% | 98 |
|
|
2023
Q1 | $396K | Buy |
11,252
+99
| +0.9% | +$3.49K | 0.23% | 82 |
|
|
2022
Q4 | $452K | Buy |
11,153
+110
| +1% | +$4.45K | 0.29% | 73 |
|
|
2022
Q3 | $394K | Buy |
11,043
+112
| +1% | +$4K | 0.28% | 71 |
|
|
2022
Q2 | $383K | Buy |
10,931
+110
| +1% | +$3.85K | 0.26% | 74 |
|
|
2022
Q1 | $377K | Buy |
10,821
+106
| +1% | +$3.69K | 0.22% | 80 |
|
|
2021
Q4 | $388K | Buy |
10,715
+101
| +1% | +$3.66K | 0.22% | 85 |
|
|
2021
Q3 | $386K | Buy |
10,614
+100
| +1% | +$3.64K | 0.24% | 83 |
|
|
2021
Q2 | $383K | Sell |
10,514
-3,359
| -24% | -$122K | 0.24% | 83 |
|
|
2021
Q1 | $535K | Buy |
13,873
+110
| +0.8% | +$4.24K | 0.38% | 61 |
|
|
2020
Q4 | $446K | Buy |
+13,763
| New | +$446K | 0.33% | 64 |
|