Curran Financial Partners’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $405K | Buy |
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|
2025
Q2 | $393K | Hold |
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|
2025
Q1 | $374K | Hold |
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|
2024
Q4 | $405K | Hold |
|
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|
2024
Q3 | $400K | Hold |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $386K | Hold |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $379K | Buy |
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