Cassaday & Co Wealth Management’s United Bankshares UBSI Stock Holding History

Cassaday & Co Wealth Management’s Portfolio UBSI Stock Details UBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$221K	Hold
2025 Q2	$217K	Hold
2025 Q1	$206K	Hold
2024 Q4	$223K	Hold
2024 Q3	$221K	Buy
2024 Q2	–	Sell
2024 Q1	$213K	Hold
2023 Q4	$223K	Buy
2023 Q2	–	Sell
2023 Q1	$227K	Hold
2022 Q4	$261K	Buy