Glassman Wealth Services’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-19	Closed	-$713	–	1716
2023 Q4	$713	Hold	19	–	–	﹤0.01%	1629
2023 Q3	$524	Hold	19	–	–	﹤0.01%	1724
2023 Q2	$564	Hold	19	–	–	﹤0.01%	1617
2023 Q1	$669	Hold	19	–	–	﹤0.01%	1558
2022 Q4	$769	Hold	19	–	–	﹤0.01%	1504
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	1550
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	1550
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	1534
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	1521
2021 Q3	$1K	Sell	19 -47	-71%	-$2.47K	﹤0.01%	1480
2021 Q2	$2K	Hold	66	–	–	﹤0.01%	1186
2021 Q1	$3K	Sell	66 -397	-86%	-$18K	﹤0.01%	1028
2020 Q4	$15K	Buy	463 +14	+3%	+$454	﹤0.01%	613
2020 Q3	$10K	Sell	449 -4	-0.9%	-$89	﹤0.01%	623
2020 Q2	$13K	Sell	453 -1	-0.2%	-$29	﹤0.01%	449
2020 Q1	$10K	Sell	454 -12	-3%	-$264	﹤0.01%	434
2019 Q4	$18K	Sell	466 -2	-0.4%	-$77	0.01%	396
2019 Q3	$18K	Hold	468	–	–	0.01%	373
2019 Q2	$17K	Buy	468 +2	+0.4%	+$73	0.01%	387
2019 Q1	$17K	Hold	466	–	–	0.01%	381
2018 Q4	$14K	Hold	466	–	–	0.01%	337
2018 Q3	$17K	Hold	466	–	–	0.01%	347
2018 Q2	$17K	Sell	466 -6	-1%	-$219	0.01%	321
2018 Q1	$17K	Sell	472 -114	-19%	-$4.11K	0.01%	309
2017 Q4	$20K	Buy	586 +142	+32%	+$4.85K	0.01%	256
2017 Q3	$16K	Sell	444 -1,420	-76%	-$51.2K	0.01%	257
2017 Q2	$73K	Buy	1,864 +1,420	+320%	+$55.6K	0.05%	132
2017 Q1	$19K	Hold	444	–	–	0.01%	264
2016 Q4	$21K	Hold	444	–	–	0.01%	265
2016 Q3	$17K	Hold	444	–	–	0.01%	251
2016 Q2	$17K	Hold	444	–	–	0.01%	243
2016 Q1	$16K	Hold	444	–	–	0.01%	250
2015 Q4	$16K	Hold	444	–	–	0.01%	255
2015 Q3	$17K	Hold	444	–	–	0.02%	243
2015 Q2	$18K	Hold	444	–	–	0.01%	237
2015 Q1	$17K	Hold	444	–	–	0.01%	243
2014 Q4	$17K	Buy	+444	New	+$17K	0.01%	275