Family Asset Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $732K | Hold |
19,720
| – | – | 0.44% | 52 |
|
|
2024
Q2 | $640K | Hold |
19,720
| – | – | 0.41% | 56 |
|
|
2024
Q1 | $706K | Sell |
19,720
-20,500
| -51% | -$734K | 0.44% | 53 |
|
|
2023
Q4 | $1.51M | Sell |
40,220
-463
| -1% | -$17.4K | 1.01% | 23 |
|
|
2023
Q3 | $1.12M | Sell |
40,683
-232
| -0.6% | -$6.4K | 0.83% | 31 |
|
|
2023
Q2 | $1.21M | Hold |
40,915
| – | – | 0.82% | 27 |
|
|
2023
Q1 | $1.44M | Sell |
40,915
-491
| -1% | -$17.3K | 1.05% | 25 |
|
|
2022
Q4 | $1.68M | Buy |
+41,406
| New | +$1.68M | 1.39% | 18 |
|