Carolinas Wealth Consulting’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 | – | Sell |
-72
| Closed | -$2.5K | – | 877 |
|
|
2025
Q1 | $2.5K | Hold |
72
| – | – | ﹤0.01% | 753 |
|
|
2024
Q4 | $2.73K | Sell |
72
-8
| -10% | -$303 | ﹤0.01% | 761 |
|
|
2024
Q3 | $3K | Sell |
80
-2
| -2% | -$75 | ﹤0.01% | 746 |
|
|
2024
Q2 | $2.69K | Sell |
82
-11
| -12% | -$361 | ﹤0.01% | 742 |
|
|
2024
Q1 | $3.36K | Sell |
93
-1
| -1% | -$36 | ﹤0.01% | 706 |
|
|
2023
Q4 | $3.57K | Buy |
94
+22
| +31% | +$835 | ﹤0.01% | 667 |
|
|
2023
Q3 | $2.05K | Sell |
72
-1
| -1% | -$28 | ﹤0.01% | 743 |
|
|
2023
Q2 | $2.17K | Sell |
73
-13
| -15% | -$386 | ﹤0.01% | 802 |
|
|
2023
Q1 | $3.06K | Hold |
86
| – | – | ﹤0.01% | 762 |
|
|
2022
Q4 | $3.52K | Sell |
86
-2
| -2% | -$82 | ﹤0.01% | 736 |
|
|
2022
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 743 |
|
|
2022
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 741 |
|
|
2022
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 778 |
|
|
2021
Q4 | $3K | Sell |
88
-2
| -2% | -$68 | ﹤0.01% | 797 |
|
|
2021
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 760 |
|
|
2021
Q2 | $3K | Buy |
90
+24
| +36% | +$800 | ﹤0.01% | 781 |
|
|
2021
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $2K | Sell |
66
-13
| -16% | -$394 | ﹤0.01% | 763 |
|
|
2020
Q3 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 753 |
|