EP Wealth Advisors’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
Q2 | $3.05M | Sell |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $3.1M | Hold |
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|
2024
Q2 | $2.71M | Hold |
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|
2024
Q1 | $2.99M | Hold |
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|
2023
Q4 | $3.14M | Hold |
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|
2023
Q3 | $2.3M | Buy |
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|
2023
Q2 | $2.48M | Buy |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $3.38M | Hold |
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|
2022
Q3 | $2.98M | Sell |
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|
2022
Q2 | $2.93M | Buy |
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $3.04M | Buy |
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|
2021
Q3 | $3.04M | Buy |
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