Carson Wealth (CWM LLC)’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
5,684
+4,033
| +244% | +$147K | ﹤0.01% | 2145 |
|
|
2025
Q1 | $57K | Buy |
1,651
+1,146
| +227% | +$39.6K | ﹤0.01% | 2874 |
|
|
2024
Q4 | $19K | Buy |
505
+182
| +56% | +$6.85K | ﹤0.01% | 3487 |
|
|
2024
Q3 | $12K | Buy |
323
+244
| +309% | +$9.07K | ﹤0.01% | 3701 |
|
|
2024
Q2 | $3K | Buy |
79
+19
| +32% | +$722 | ﹤0.01% | 4130 |
|
|
2024
Q1 | $2K | Buy |
60
+8
| +15% | +$267 | ﹤0.01% | 4042 |
|
|
2023
Q4 | $2K | Sell |
52
-19
| -27% | -$731 | ﹤0.01% | 3853 |
|
|
2023
Q3 | $2K | Sell |
71
-114
| -62% | -$3.21K | ﹤0.01% | 3869 |
|
|
2023
Q2 | $5K | Sell |
185
-406
| -69% | -$11K | ﹤0.01% | 3472 |
|
|
2023
Q1 | $21K | Buy |
591
+91
| +18% | +$3.23K | ﹤0.01% | 2484 |
|
|
2022
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 2385 |
|
|
2022
Q3 | $18K | Buy |
500
+372
| +291% | +$13.4K | ﹤0.01% | 2303 |
|
|
2022
Q2 | $4K | Buy |
128
+70
| +121% | +$2.19K | ﹤0.01% | 3131 |
|
|
2022
Q1 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 3224 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$1K | – | 2240 |
|
|
2018
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1754 |
|
|
2018
Q1 | – | Sell |
-89
| Closed | -$3K | – | 1536 |
|
|
2017
Q4 | $3K | Hold |
89
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q3 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 1229 |
|