FVWA
Foster Victor Wealth Advisors’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Sell |
24,959
-1,639
| -6% | -$62.5K | 0.06% | 118 |
|
|
2025
Q1 | $847K | Hold |
26,598
| – | – | 0.07% | 115 |
|
|
2024
Q4 | $1.02M | Sell |
26,598
-32
| -0.1% | -$1.23K | 0.08% | 110 |
|
|
2024
Q3 | $971K | Hold |
26,630
| – | – | 0.08% | 113 |
|
|
2024
Q2 | $986K | Hold |
26,630
| – | – | 0.08% | 112 |
|
|
2024
Q1 | $885K | Hold |
26,630
| – | – | 0.08% | 99 |
|
|
2023
Q4 | $996K | Sell |
26,630
-41,664
| -61% | -$1.56M | 0.1% | 99 |
|
|
2023
Q3 | $1.9M | Hold |
68,294
| – | – | 0.22% | 80 |
|
|
2023
Q2 | $2.01M | Buy |
+68,294
| New | +$2.01M | 0.22% | 85 |
|