Corient Private Wealth’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 | $547K | Buy |
15,024
+7,442
| +98% | +$271K | ﹤0.01% | 1752 |
|
|
2025
Q1 | $263K | Buy |
+7,582
| New | +$263K | ﹤0.01% | 1916 |
|
|
2024
Q4 | – | Sell |
-14,063
| Closed | -$522K | – | 2497 |
|
|
2024
Q3 | $522K | Buy |
+14,063
| New | +$522K | ﹤0.01% | 1690 |
|
|
2024
Q2 | – | Sell |
-7,076
| Closed | -$253K | – | 2384 |
|
|
2024
Q1 | $253K | Buy |
7,076
+347
| +5% | +$12.4K | ﹤0.01% | 1981 |
|
|
2023
Q4 | $253K | Buy |
+6,729
| New | +$253K | ﹤0.01% | 1955 |
|
|
2023
Q2 | – | Sell |
-10,819
| Closed | -$381K | – | 2146 |
|
|
2023
Q1 | $381K | Buy |
10,819
+752
| +7% | +$26.5K | ﹤0.01% | 1483 |
|
|
2022
Q4 | $408K | Buy |
+10,067
| New | +$408K | ﹤0.01% | 1214 |
|