Glass Jacobson Investment 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 | – | Sell |
-588
| Closed | -$22.1K | – | 840 |
|
|
2025
Q1 | $22.1K | Hold |
588
| – | – | 0.01% | 492 |
|
|
2024
Q4 | $22.1K | Hold |
588
| – | – | 0.01% | 492 |
|
|
2024
Q3 | $21.8K | Hold |
588
| – | – | 0.01% | 480 |
|
|
2024
Q2 | $19.1K | Hold |
588
| – | – | 0.01% | 490 |
|
|
2024
Q1 | $21K | Hold |
588
| – | – | 0.01% | 471 |
|
|
2023
Q4 | $22.1K | Hold |
588
| – | – | 0.01% | 433 |
|
|
2023
Q3 | $16.2K | Hold |
588
| – | – | 0.01% | 451 |
|
|
2023
Q2 | $17.4K | Buy |
+588
| New | +$17.4K | 0.01% | 442 |
|
|
2022
Q4 | $23.8K | Buy |
+588
| New | +$23.8K | 0.01% | 410 |
|