Burkett Financial Services’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 | $14.5K | Buy |
397
+4
| +1% | +$146 | 0.01% | 137 |
|
|
2025
Q1 | $13.6K | Buy |
393
+4
| +1% | +$139 | 0.01% | 152 |
|
|
2024
Q4 | $14.6K | Buy |
389
+4
| +1% | +$150 | 0.01% | 131 |
|
|
2024
Q3 | $14.3K | Buy |
385
+4
| +1% | +$148 | 0.01% | 124 |
|
|
2024
Q2 | $12.4K | Sell |
381
-3,606
| -90% | -$117K | 0.01% | 130 |
|
|
2024
Q1 | $143K | Buy |
3,987
+29
| +0.7% | +$1.04K | 0.07% | 49 |
|
|
2023
Q4 | $149K | Buy |
+3,958
| New | +$149K | 0.08% | 50 |
|