Cerity Partners’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 | $1.59M | Buy |
43,555
+1,344
| +3% | +$49K | ﹤0.01% | 1321 |
|
|
2025
Q1 | $1.46M | Buy |
42,211
+346
| +0.8% | +$12K | ﹤0.01% | 1254 |
|
|
2024
Q4 | $1.56M | Sell |
41,865
-2,314
| -5% | -$86.3K | ﹤0.01% | 1217 |
|
|
2024
Q3 | $1.64M | Buy |
44,179
+10,087
| +30% | +$374K | ﹤0.01% | 1182 |
|
|
2024
Q2 | $1.11M | Sell |
34,092
-6,597
| -16% | -$214K | ﹤0.01% | 1180 |
|
|
2024
Q1 | $1.46M | Buy |
40,689
+24,162
| +146% | +$868K | ﹤0.01% | 1109 |
|
|
2023
Q4 | $626K | Buy |
16,527
+1,327
| +9% | +$50.3K | ﹤0.01% | 1175 |
|
|
2023
Q3 | $425K | Sell |
15,200
-10,044
| -40% | -$281K | ﹤0.01% | 1032 |
|
|
2023
Q2 | $754K | Buy |
25,244
+10,499
| +71% | +$314K | ﹤0.01% | 1011 |
|
|
2023
Q1 | $462K | Buy |
14,745
+288
| +2% | +$9.03K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $590K | Sell |
14,457
-155
| -1% | -$6.33K | ﹤0.01% | 864 |
|
|
2022
Q3 | $528K | Sell |
14,612
-2
| -0% | -$72 | 0.01% | 698 |
|
|
2022
Q2 | $518K | Buy |
+14,614
| New | +$518K | 0.01% | 730 |
|