EverSource 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 | $42.8K | Buy |
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|
2025
Q1 | $6.48K | Buy |
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|
2024
Q4 | $1.8K | Sell |
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|
2024
Q3 | $2.34K | Sell |
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|
2024
Q2 | $15.9K | Buy |
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|
2024
Q1 | $13.2K | Buy |
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|
2023
Q4 | $11.5K | Buy |
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|
2023
Q3 | $469 | Sell |
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|
2023
Q2 | $771 | Sell |
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|
2023
Q1 | $4.61K | Hold |
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|
2022
Q4 | $5.3K | Hold |
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|
2022
Q3 | $5K | Buy |
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