DiNuzzo 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 | $948 | Buy |
26
+2
| +8% | +$73 | ﹤0.01% | 871 |
|
|
2025
Q1 | $833 | Hold |
24
| – | – | ﹤0.01% | 884 |
|
|
2024
Q4 | $902 | Hold |
24
| – | – | ﹤0.01% | 888 |
|
|
2024
Q3 | $891 | Hold |
24
| – | – | ﹤0.01% | 897 |
|
|
2024
Q2 | $779 | Buy |
24
+3
| +14% | +$97 | ﹤0.01% | 879 |
|
|
2024
Q1 | $752 | Buy |
21
+3
| +17% | +$107 | ﹤0.01% | 833 |
|
|
2023
Q4 | $676 | Buy |
+18
| New | +$676 | ﹤0.01% | 859 |
|