EverSource Wealth Advisors’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8K | Buy |
1,175
+988
| +528% | +$36K | ﹤0.01% | 1713 |
|
|
2025
Q1 | $6.48K | Buy |
187
+139
| +290% | +$4.82K | ﹤0.01% | 2360 |
|
|
2024
Q4 | $1.8K | Sell |
48
-15
| -24% | -$563 | ﹤0.01% | 2755 |
|
|
2024
Q3 | $2.34K | Sell |
63
-346
| -85% | -$12.8K | ﹤0.01% | 2499 |
|
|
2024
Q2 | $15.9K | Buy |
409
+2
| +0.5% | +$78 | ﹤0.01% | 1614 |
|
|
2024
Q1 | $13.2K | Buy |
407
+102
| +33% | +$3.31K | ﹤0.01% | 1559 |
|
|
2023
Q4 | $11.5K | Buy |
305
+288
| +1,694% | +$10.8K | ﹤0.01% | 1498 |
|
|
2023
Q3 | $469 | Sell |
17
-9
| -35% | -$248 | ﹤0.01% | 2388 |
|
|
2023
Q2 | $771 | Sell |
26
-105
| -80% | -$3.11K | ﹤0.01% | 2277 |
|
|
2023
Q1 | $4.61K | Hold |
131
| – | – | ﹤0.01% | 1666 |
|
|
2022
Q4 | $5.3K | Hold |
131
| – | – | ﹤0.01% | 1573 |
|
|
2022
Q3 | $5K | Buy |
+131
| New | +$5K | ﹤0.01% | 1400 |
|