Focus Partners Wealth’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 | $3.42M | Buy |
93,817
+20,715
| +28% | +$755K | 0.01% | 775 |
|
|
2025
Q1 | $2.53M | Buy |
73,102
+44,745
| +158% | +$1.55M | 0.01% | 787 |
|
|
2024
Q4 | $1.06M | Sell |
28,357
-17,638
| -38% | -$662K | ﹤0.01% | 1027 |
|
|
2024
Q3 | $1.71M | Sell |
45,995
-15,501
| -25% | -$575K | 0.01% | 804 |
|
|
2024
Q2 | $2M | Buy |
61,496
+4,656
| +8% | +$151K | 0.01% | 654 |
|
|
2024
Q1 | $2.03M | Hold |
56,840
| – | – | 0.02% | 477 |
|
|
2023
Q4 | $2.13M | Buy |
+56,840
| New | +$2.13M | 0.03% | 346 |
|