Global Retirement Partners’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96.3K | Hold |
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|
2025
Q2 | $94.3K | Buy |
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|
2024
Q4 | $97.2K | Buy |
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|
2024
Q3 | $92.3K | Buy |
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|
2024
Q2 | $80.7K | Sell |
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|
2024
Q1 | $89.4K | Hold |
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|
2023
Q4 | $89.2K | Buy |
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|
2023
Q3 | $68K | Buy |
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|
2023
Q2 | $73.5K | Buy |
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|
2023
Q1 | $2.98K | Sell |
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|
2022
Q4 | $5.17K | Buy |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Buy |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Buy |
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|
2020
Q3 | $1K | Buy |
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