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Goldstone Financial Group’s United Bankshares UBSI Stock Holding History

Goldstone Financial Group’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$414K Buy
10,788
+1,776
+20% +$68.2K 0.05% 167
2025
Q1 		$312K Buy
9,012
+1,138
+14% +$39.5K 0.05% 169
2024
Q4 		$296K Buy
7,874
+713
+10% +$26.8K 0.05% 167
2024
Q3 		$266K Buy
+7,161
New +$266K 0.05% 160