Evermay Wealth Management’s United Bankshares UBSI Stock Holding History

Evermay Wealth Management’s Portfolio UBSI Stock Details UBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$153K	Hold	4,159	–	–	0.02%	221
2025 Q1	$146K	Hold	4,159	–	–	0.02%	221
2024 Q4	$158K	Hold	4,159	–	–	0.02%	216
2024 Q3	$156K	Hold	4,159	–	–	0.03%	223
2024 Q2	$136K	Hold	4,159	–	–	0.02%	232
2024 Q1	$150K	Hold	4,159	–	–	0.02%	220
2023 Q4	$158K	Sell	4,159 -1,812	-30%	-$68.7K	0.03%	197
2023 Q3	$166K	Hold	5,971	–	–	0.03%	182
2023 Q2	$179K	Sell	5,971 -18	-0.3%	-$539	0.03%	186
2023 Q1	$212K	Hold	5,989	–	–	0.04%	165
2022 Q4	$244K	Hold	5,989	–	–	0.05%	150
2022 Q3	$216K	Sell	5,989 -437	-7%	-$15.8K	0.04%	154
2022 Q2	$227K	Hold	6,426	–	–	0.04%	150
2022 Q1	$224K	Hold	6,426	–	–	0.04%	179
2021 Q4	$233K	Sell	6,426 -60	-0.9%	-$2.18K	0.04%	157
2021 Q3	$236K	Hold	6,486	–	–	0.05%	146
2021 Q2	$237K	Hold	6,486	–	–	0.04%	160
2021 Q1	$250K	Sell	6,486 -7	-0.1%	-$270	0.05%	154
2020 Q4	$210K	Buy	+6,493	New	+$210K	0.05%	164
2020 Q1	–	Sell	-6,523	Closed	-$252K	–	159
2019 Q4	$252K	Buy	+6,523	New	+$252K	0.06%	138
2019 Q3	–	Sell	-6,152	Closed	-$228K	–	154
2019 Q2	$228K	Sell	6,152 -1,112	-15%	-$41.2K	0.06%	133
2019 Q1	$263K	Sell	7,264 -3,100	-30%	-$112K	0.07%	121
2018 Q4	$322K	Sell	10,364 -3,002	-22%	-$93.3K	0.1%	94
2018 Q3	$486K	Hold	13,366	–	–	0.15%	74
2018 Q2	$487K	Hold	13,366	–	–	0.16%	72
2018 Q1	$471K	Sell	13,366 -1,750	-12%	-$61.7K	0.16%	71
2017 Q4	$525K	Hold	15,116	–	–	0.19%	59
2017 Q3	$562K	Buy	15,116 +3,000	+25%	+$112K	0.24%	38
2017 Q2	$475K	Sell	12,116 -2,363	-16%	-$92.6K	0.21%	40
2017 Q1	$612K	Buy	14,479 +1,750	+14%	+$74K	0.27%	34
2016 Q4	$589K	Hold	12,729	–	–	0.29%	30
2016 Q3	$480K	Hold	12,729	–	–	0.24%	35
2016 Q2	$477K	Hold	12,729	–	–	0.25%	36
2016 Q1	$467K	Buy	12,729 +142	+1%	+$5.21K	0.26%	35
2015 Q4	$466K	Hold	12,587	–	–	0.27%	34
2015 Q3	$478K	Hold	12,587	–	–	0.29%	33
2015 Q2	$506K	Hold	12,587	–	–	0.3%	33
2015 Q1	$473K	Hold	12,587	–	–	0.28%	37
2014 Q4	$471K	Hold	12,587	–	–	0.31%	40
2014 Q3	$389K	Hold	12,587	–	–	0.33%	49
2014 Q2	$407K	Hold	12,587	–	–	0.35%	43
2014 Q1	$385K	Buy	12,587 +5,087	+68%	+$156K	0.41%	34
2013 Q4	$236K	Buy	+7,500	New	+$236K	0.33%	42