EP Wealth Advisors’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 | $3.05M | Sell |
83,650
-96
| -0.1% | -$3.5K | 0.02% | 340 |
|
|
2025
Q1 | $2.9M | Buy |
83,746
+76
| +0.1% | +$2.64K | 0.02% | 303 |
|
|
2024
Q4 | $3.14M | Buy |
83,670
+170
| +0.2% | +$6.38K | 0.03% | 278 |
|
|
2024
Q3 | $3.1M | Hold |
83,500
| – | – | 0.03% | 280 |
|
|
2024
Q2 | $2.71M | Hold |
83,500
| – | – | 0.03% | 243 |
|
|
2024
Q1 | $2.99M | Hold |
83,500
| – | – | 0.03% | 224 |
|
|
2023
Q4 | $3.14M | Hold |
83,500
| – | – | 0.04% | 210 |
|
|
2023
Q3 | $2.3M | Buy |
83,500
+63,245
| +312% | +$1.74M | 0.04% | 227 |
|
|
2023
Q2 | $2.48M | Buy |
20,255
+12,818
| +172% | +$1.57M | 0.04% | 216 |
|
|
2023
Q1 | $236K | Sell |
7,437
-76,057
| -91% | -$2.41M | ﹤0.01% | 540 |
|
|
2022
Q4 | $3.38M | Hold |
83,494
| – | – | 0.06% | 163 |
|
|
2022
Q3 | $2.99M | Sell |
83,494
-169
| -0.2% | -$6.04K | 0.07% | 153 |
|
|
2022
Q2 | $2.93M | Buy |
83,663
+6
| +0% | +$210 | 0.07% | 157 |
|
|
2022
Q1 | $2.92M | Sell |
83,657
-43
| -0.1% | -$1.5K | 0.06% | 165 |
|
|
2021
Q4 | $3.04M | Buy |
83,700
+1
| +0% | +$36 | 0.07% | 145 |
|
|
2021
Q3 | $3.05M | Buy |
+83,699
| New | +$3.05M | 0.08% | 133 |
|