Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Hold |
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|
2025
Q2 | $153K | Hold |
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|
2025
Q1 | $146K | Hold |
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|
2024
Q4 | $158K | Hold |
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|
2024
Q3 | $156K | Hold |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $150K | Hold |
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|
2023
Q4 | $158K | Sell |
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|
2023
Q3 | $166K | Hold |
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|
2023
Q2 | $179K | Sell |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $228K | Sell |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $322K | Sell |
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|
2018
Q3 | $486K | Hold |
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|
2018
Q2 | $487K | Hold |
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|
2018
Q1 | $471K | Sell |
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|
2017
Q4 | $525K | Hold |
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|
2017
Q3 | $562K | Buy |
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|
2017
Q2 | $475K | Sell |
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|
2017
Q1 | $612K | Buy |
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|
2016
Q4 | $589K | Hold |
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|
2016
Q3 | $480K | Hold |
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|
2016
Q2 | $477K | Hold |
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|
2016
Q1 | $467K | Buy |
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|
2015
Q4 | $466K | Hold |
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|
2015
Q3 | $478K | Hold |
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|
2015
Q2 | $506K | Hold |
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|
2015
Q1 | $473K | Hold |
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|
2014
Q4 | $471K | Hold |
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|
2014
Q3 | $389K | Hold |
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|
2014
Q2 | $407K | Hold |
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|
2014
Q1 | $385K | Buy |
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|
2013
Q4 | $236K | Buy |
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