Doyle Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $303K | Hold |
8,468
| – | – | 0.03% | 162 |
|
|
2022
Q2 | $297K | Hold |
8,468
| – | – | 0.02% | 171 |
|
|
2022
Q1 | $295K | Hold |
8,468
| – | – | 0.02% | 201 |
|
|
2021
Q4 | $307K | Hold |
8,468
| – | – | 0.02% | 188 |
|
|
2021
Q3 | $308K | Hold |
8,468
| – | – | 0.02% | 183 |
|
|
2021
Q2 | $309K | Hold |
8,468
| – | – | 0.03% | 178 |
|
|
2021
Q1 | $327K | Hold |
8,468
| – | – | 0.03% | 168 |
|
|
2020
Q4 | $274K | Buy |
+8,468
| New | +$274K | 0.03% | 176 |
|
|
2020
Q3 | – | Sell |
-8,468
| Closed | -$234K | – | 195 |
|
|
2020
Q2 | $234K | Buy |
+8,468
| New | +$234K | 0.03% | 162 |
|
|
2020
Q1 | – | Sell |
-8,468
| Closed | -$327K | – | 209 |
|
|
2019
Q4 | $327K | Hold |
8,468
| – | – | 0.04% | 154 |
|
|
2019
Q3 | $321K | Hold |
8,468
| – | – | 0.04% | 151 |
|
|
2019
Q2 | $314K | Hold |
8,468
| – | – | 0.04% | 148 |
|
|
2019
Q1 | $330K | Hold |
8,468
| – | – | 0.05% | 144 |
|
|
2018
Q4 | $263K | Hold |
8,468
| – | – | 0.04% | 154 |
|
|
2018
Q3 | $308K | Hold |
8,468
| – | – | 0.05% | 149 |
|
|
2018
Q2 | $308K | Hold |
8,468
| – | – | 0.05% | 144 |
|
|
2018
Q1 | $298K | Hold |
8,468
| – | – | 0.05% | 133 |
|
|
2017
Q4 | $294K | Hold |
8,468
| – | – | 0.05% | 137 |
|
|
2017
Q3 | $315K | Buy |
+8,468
| New | +$315K | 0.06% | 115 |
|