Covestor’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 | $55K | Buy |
1,509
+640
| +74% | +$23.3K | 0.03% | 858 |
|
|
2025
Q1 | $30K | Sell |
869
-397
| -31% | -$13.7K | 0.02% | 1046 |
|
|
2024
Q4 | $48K | Sell |
1,266
-280
| -18% | -$10.6K | 0.03% | 870 |
|
|
2024
Q3 | $57K | Buy |
1,546
+241
| +18% | +$8.89K | 0.04% | 830 |
|
|
2024
Q2 | $42K | Buy |
1,305
+433
| +50% | +$13.9K | 0.03% | 935 |
|
|
2024
Q1 | $31K | Sell |
872
-1,822
| -68% | -$64.8K | 0.02% | 1059 |
|
|
2023
Q4 | $101K | Sell |
2,694
-965
| -26% | -$36.2K | 0.07% | 492 |
|
|
2023
Q3 | $101K | Buy |
3,659
+2,093
| +134% | +$57.8K | 0.08% | 412 |
|
|
2023
Q2 | $46K | Sell |
1,566
-1,278
| -45% | -$37.5K | 0.04% | 820 |
|
|
2023
Q1 | $100K | Buy |
2,844
+656
| +30% | +$23.1K | 0.09% | 375 |
|
|
2022
Q4 | $89K | Sell |
2,188
-5
| -0.2% | -$203 | 0.07% | 451 |
|
|
2022
Q3 | $78K | Sell |
2,193
-511
| -19% | -$18.2K | 0.07% | 493 |
|
|
2022
Q2 | $95K | Buy |
2,704
+284
| +12% | +$9.98K | 0.08% | 446 |
|
|
2022
Q1 | $84K | Buy |
2,420
+1,035
| +75% | +$35.9K | 0.06% | 614 |
|
|
2021
Q4 | $50K | Buy |
+1,385
| New | +$50K | 0.07% | 542 |
|