Geneos Wealth 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
Q2 | – | Sell |
-26
| Closed | -$931 | – | 2180 |
|
|
2024
Q1 | $931 | Buy |
+26
| New | +$931 | ﹤0.01% | 2035 |
|
|
2022
Q3 | – | Sell |
-5,039
| Closed | -$179K | – | 2564 |
|
|
2022
Q2 | $179K | Sell |
5,039
-145
| -3% | -$5.15K | 0.01% | 785 |
|
|
2022
Q1 | $180K | Hold |
5,184
| – | – | 0.01% | 849 |
|
|
2021
Q4 | $188K | Hold |
5,184
| – | – | 0.01% | 899 |
|
|
2021
Q3 | $190K | Sell |
5,184
-218
| -4% | -$7.99K | 0.01% | 881 |
|
|
2021
Q2 | $197K | Sell |
5,402
-1,356
| -20% | -$49.5K | 0.01% | 848 |
|
|
2021
Q1 | $265K | Sell |
6,758
-105
| -2% | -$4.12K | 0.01% | 852 |
|
|
2020
Q4 | $218K | Buy |
6,863
+1,356
| +25% | +$43.1K | 0.01% | 799 |
|
|
2020
Q3 | $115K | Hold |
5,507
| – | – | 0.01% | 887 |
|
|
2020
Q2 | $140K | Buy |
+5,507
| New | +$140K | 0.01% | 782 |
|
|
2017
Q3 | – | Sell |
-30
| Closed | -$1K | – | 2152 |
|
|
2017
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2034 |
|