Clearstead Advisors’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	$248K	Buy	6,821 +998	+17%	+$36.4K	﹤0.01%	828
2025 Q1	$202K	Sell	5,823 -228	-4%	-$7.91K	﹤0.01%	836
2024 Q4	$227K	Buy	6,051 +16	+0.3%	+$601	﹤0.01%	816
2024 Q3	$224K	Hold	6,035	–	–	﹤0.01%	820
2024 Q2	$196K	Buy	+6,035	New	+$196K	﹤0.01%	823