Global Retirement Partners’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 | $94.3K | Buy |
+2,589
| New | +$94.3K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $97.2K | Buy |
2,588
+99
| +4% | +$3.72K | ﹤0.01% | 1283 |
|
|
2024
Q3 | $92.3K | Buy |
2,489
+1
| +0% | +$37 | ﹤0.01% | 1274 |
|
|
2024
Q2 | $80.7K | Sell |
2,488
-11
| -0.4% | -$357 | ﹤0.01% | 1302 |
|
|
2024
Q1 | $89.4K | Hold |
2,499
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q4 | $89.2K | Buy |
2,499
+1
| +0% | +$36 | ﹤0.01% | 1104 |
|
|
2023
Q3 | $68K | Buy |
2,498
+20
| +0.8% | +$545 | ﹤0.01% | 1113 |
|
|
2023
Q2 | $73.5K | Buy |
2,478
+2,379
| +2,403% | +$70.6K | ﹤0.01% | 1083 |
|
|
2023
Q1 | $2.98K | Sell |
99
-29
| -23% | -$873 | ﹤0.01% | 2359 |
|
|
2022
Q4 | $5.17K | Buy |
128
+3
| +2% | +$121 | ﹤0.01% | 2007 |
|
|
2022
Q3 | $5K | Buy |
125
+40
| +47% | +$1.6K | ﹤0.01% | 1957 |
|
|
2022
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 2112 |
|
|
2022
Q1 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 2106 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1694 |
|
|
2021
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1853 |
|
|
2021
Q2 | $2K | Buy |
50
+1
| +2% | +$40 | ﹤0.01% | 1753 |
|
|
2021
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 1667 |
|
|
2020
Q4 | $2K | Buy |
49
+1
| +2% | +$41 | ﹤0.01% | 1630 |
|
|
2020
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1592 |
|