DWM
UBFO icon

Destination Wealth Management’s United Security Bancshares UBFO Stock Holding History

Destination Wealth Management’s Portfolio UBFO Stock Details UBFO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$817K Hold
94,506
– – 0.02% 141
2025
Q1 		$847K Hold
94,506
– – 0.03% 137
2024
Q4 		$955K Hold
94,506
– – 0.03% 130
2024
Q3 		$823K Hold
94,506
– – 0.03% 130
2024
Q2 		$685K Hold
94,506
– – 0.02% 132
2024
Q1 		$729K Hold
94,506
– – 0.02% 131
2023
Q4 		$795K Hold
94,506
– – 0.03% 129
2023
Q3 		$703K Hold
94,506
– – 0.03% 132
2023
Q2 		$629K Hold
94,506
– – 0.02% 141
2023
Q1 		$603K Hold
94,506
– – 0.02% 137
2022
Q4 		$691K Hold
94,506
– – 0.03% 130
2022
Q3 		$616K Hold
94,506
– – 0.03% 128
2022
Q2 		$720K Hold
94,506
– – 0.03% 126
2022
Q1 		$784K Hold
94,506
– – 0.03% 122
2021
Q4 		$767K Hold
94,506
– – 0.03% 124
2021
Q3 		$756K Hold
94,506
– – 0.03% 114
2021
Q2 		$772K Hold
94,506
– – 0.03% 115
2021
Q1 		$774K Hold
94,506
– – 0.03% 114
2020
Q4 		$666K Hold
94,506
– – 0.03% 116
2020
Q3 		$577K Hold
94,506
– – 0.03% 109
2020
Q2 		$632K Hold
94,506
– – 0.03% 106
2020
Q1 		$605K Hold
94,506
– – 0.04% 115
2019
Q4 		$1.01M Buy
+94,506
New +$1.01M 0.05% 94
2019
Q3 		– Sell
-94,506
Closed -$1.08M – 478
2019
Q2 		$1.08M Hold
94,506
– – 0.06% 93
2019
Q1 		$1M Hold
94,506
– – 0.06% 95
2018
Q4 		$905K Hold
94,506
– – 0.05% 94
2018
Q3 		$1.05M Buy
+94,506
New +$1.05M 0.06% 99
2018
Q2 		– Sell
-2,219
Closed -$28K – 643
2018
Q1 		$28K Sell
2,219
-91,716
-98% -$1.16M ﹤0.01% 311
2017
Q4 		$1.03M Buy
93,935
+678
+0.7% +$7.46K 0.06% 97
2017
Q3 		$886K Buy
93,257
+471
+0.5% +$4.48K 0.06% 97
2017
Q2 		$858K Buy
92,786
+1,413
+2% +$13.1K 0.06% 98
2017
Q1 		$667K Hold
91,373
– – 0.05% 100
2016
Q4 		$708K Buy
91,373
+1,799
+2% +$13.9K 0.05% 98
2016
Q3 		$566K Buy
89,574
+886
+1% +$5.6K 0.04% 102
2016
Q2 		$569K Buy
88,688
+878
+1% +$5.63K 0.05% 96
2016
Q1 		$470K Hold
87,810
– – 0.05% 100
2015
Q4 		$470K Buy
87,810
+1,729
+2% +$9.25K 0.05% 100
2015
Q3 		$456K Buy
86,081
+852
+1% +$4.51K 0.05% 93
2015
Q2 		$430K Buy
85,229
+843
+1% +$4.25K 0.03% 178
2015
Q1 		$453K Buy
84,386
+835
+1% +$4.48K 0.05% 79
2014
Q4 		$456K Buy
83,551
+827
+1% +$4.51K 0.05% 81
2014
Q3 		$461K Buy
82,724
+819
+1% +$4.56K 0.05% 90
2014
Q2 		$455K Buy
81,905
+810
+1% +$4.5K 0.05% 93
2014
Q1 		$449K Buy
81,095
+802
+1% +$4.44K 0.05% 90
2013
Q4 		$395K Buy
80,293
+794
+1% +$3.91K 0.04% 85
2013
Q3 		$336K Buy
79,499
+788
+1% +$3.33K 0.04% 82
2013
Q2 		$333K Buy
+78,711
New +$333K 0.04% 82