Graves Light Lenhart Wealth’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 | $233K | Hold |
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|
2025
Q2 | $228K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $486K | Hold |
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|
2020
Q1 | $405K | Hold |
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|
2019
Q4 | $679K | Hold |
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|
2019
Q3 | $694K | Hold |
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|
2019
Q2 | $651K | Hold |
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|
2019
Q1 | $636K | Buy |
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|
2018
Q4 | $284K | Buy |
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