Farther Finance Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Sell |
588
-379
| -39% | -$13.8K | ﹤0.01% | 2628 |
|
|
2025
Q1 | $33.3K | Buy |
967
+850
| +726% | +$29.3K | ﹤0.01% | 2110 |
|
|
2024
Q4 | $4.39K | Buy |
117
+3
| +3% | +$113 | ﹤0.01% | 2724 |
|
|
2024
Q3 | $4.23K | Buy |
114
+23
| +25% | +$852 | ﹤0.01% | 2708 |
|
|
2024
Q2 | $2.94K | Buy |
91
+10
| +12% | +$323 | ﹤0.01% | 2630 |
|
|
2024
Q1 | $2.85K | Hold |
81
| – | – | ﹤0.01% | 2340 |
|
|
2023
Q4 | $3.04K | Buy |
81
+72
| +800% | +$2.7K | ﹤0.01% | 2236 |
|
|
2023
Q3 | $248 | Hold |
9
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q2 | $267 | Hold |
9
| – | – | ﹤0.01% | 2311 |
|
|
2023
Q1 | $317 | Hold |
9
| – | – | ﹤0.01% | 2112 |
|
|
2022
Q4 | $364 | Buy |
+9
| New | +$364 | ﹤0.01% | 1895 |
|