GLLW
Graves Light Lenhart Wealth’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
6,257
| – | – | 0.03% | 175 |
|
|
2025
Q1 | $217K | Hold |
6,257
| – | – | 0.03% | 173 |
|
|
2024
Q4 | $235K | Sell |
6,257
-443
| -7% | -$16.6K | 0.03% | 162 |
|
|
2024
Q3 | $249K | Hold |
6,700
| – | – | 0.03% | 158 |
|
|
2024
Q2 | $216K | Hold |
6,700
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $240K | Hold |
6,700
| – | – | 0.03% | 161 |
|
|
2023
Q4 | $252K | Buy |
+6,700
| New | +$252K | 0.03% | 159 |
|
|
2023
Q2 | – | Sell |
-6,700
| Closed | -$236K | – | 208 |
|
|
2023
Q1 | $236K | Hold |
6,700
| – | – | 0.04% | 148 |
|
|
2022
Q4 | $271K | Hold |
6,700
| – | – | 0.04% | 142 |
|
|
2022
Q3 | $240K | Buy |
6,700
+62
| +0.9% | +$2.22K | 0.04% | 148 |
|
|
2022
Q2 | $233K | Hold |
6,638
| – | – | 0.04% | 157 |
|
|
2022
Q1 | $232K | Sell |
6,638
-62
| -0.9% | -$2.17K | 0.03% | 163 |
|
|
2021
Q4 | $243K | Buy |
6,700
+62
| +0.9% | +$2.25K | 0.03% | 173 |
|
|
2021
Q3 | $241K | Sell |
6,638
-67
| -1% | -$2.43K | 0.04% | 161 |
|
|
2021
Q2 | $245K | Hold |
6,705
| – | – | 0.04% | 160 |
|
|
2021
Q1 | $259K | Hold |
6,705
| – | – | 0.04% | 155 |
|
|
2020
Q4 | $217K | Sell |
6,705
-5,215
| -44% | -$169K | 0.04% | 161 |
|
|
2020
Q3 | $256K | Sell |
11,920
-5,642
| -32% | -$121K | 0.06% | 131 |
|
|
2020
Q2 | $486K | Hold |
17,562
| – | – | 0.11% | 91 |
|
|
2020
Q1 | $405K | Hold |
17,562
| – | – | 0.11% | 93 |
|
|
2019
Q4 | $679K | Hold |
17,562
| – | – | 0.14% | 84 |
|
|
2019
Q3 | $694K | Hold |
17,562
| – | – | 0.15% | 85 |
|
|
2019
Q2 | $651K | Hold |
17,562
| – | – | 0.16% | 80 |
|
|
2019
Q1 | $636K | Buy |
17,562
+8,419
| +92% | +$305K | 0.16% | 78 |
|
|
2018
Q4 | $284K | Buy |
+9,143
| New | +$284K | 0.08% | 111 |
|