CIBC Private Wealth Group’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$28 | – | 3315 |
|
|
2025
Q1 | $28 | Sell |
1
-8
| -89% | -$224 | ﹤0.01% | 3022 |
|
|
2024
Q4 | $324 | Hold |
9
| – | – | ﹤0.01% | 2875 |
|
|
2024
Q3 | $319 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2024
Q2 | $273 | Sell |
9
-867
| -99% | -$26.3K | ﹤0.01% | 3031 |
|
|
2024
Q1 | $30.8K | Buy |
+876
| New | +$30.8K | ﹤0.01% | 1869 |
|
|
2018
Q3 | – | Sell |
-502
| Closed | -$18K | – | 1678 |
|
|
2018
Q2 | $18K | Buy |
502
+61
| +14% | +$2.19K | ﹤0.01% | 1438 |
|
|
2018
Q1 | $16K | Buy |
441
+425
| +2,656% | +$15.4K | ﹤0.01% | 1431 |
|
|
2017
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1887 |
|