Doyle Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $308K | Hold |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $327K | Hold |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $321K | Hold |
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|
2019
Q2 | $314K | Hold |
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|
2019
Q1 | $330K | Hold |
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|
2018
Q4 | $263K | Hold |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $308K | Hold |
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|
2018
Q1 | $298K | Hold |
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|
2017
Q4 | $294K | Hold |
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|
2017
Q3 | $315K | Buy |
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