Cassaday & Co 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 | $217K | Hold |
5,946
| – | – | 0.01% | 314 |
|
|
2025
Q1 | $206K | Hold |
5,946
| – | – | 0.01% | 302 |
|
|
2024
Q4 | $223K | Hold |
5,946
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $221K | Buy |
+5,946
| New | +$221K | 0.01% | 287 |
|
|
2024
Q2 | – | Sell |
-5,946
| Closed | -$213K | – | 313 |
|
|
2024
Q1 | $213K | Hold |
5,946
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $223K | Buy |
+5,946
| New | +$223K | 0.01% | 254 |
|
|
2023
Q2 | – | Sell |
-6,456
| Closed | -$227K | – | 268 |
|
|
2023
Q1 | $227K | Hold |
6,456
| – | – | 0.01% | 235 |
|
|
2022
Q4 | $261K | Buy |
+6,456
| New | +$261K | 0.01% | 209 |
|