Gallagher Fiduciary 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
$576K Buy
15,825
+2,860
+22% +$104K 0.02% 157
2025
Q1
$450K Buy
12,965
+782
+6% +$27.1K 0.01% 173
2024
Q4
$457K Buy
12,183
+1,880
+18% +$70.6K 0.09% 154
2024
Q3
$382K Buy
10,303
+2,526
+32% +$93.7K 0.08% 158
2024
Q2
$252K Buy
+7,777
New +$252K 0.06% 192