Halpern Financial’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $338K | Hold |
9,450
| – | – | 0.09% | 44 |
|
|
2024
Q2 | $307K | Hold |
9,450
| – | – | 0.08% | 48 |
|
|
2024
Q1 | $323K | Hold |
9,450
| – | – | 0.09% | 43 |
|
|
2023
Q4 | $346K | Hold |
9,450
| – | – | 0.11% | 42 |
|
|
2023
Q3 | $261K | Hold |
9,450
| – | – | 0.09% | 45 |
|
|
2023
Q2 | $280K | Hold |
9,450
| – | – | 0.1% | 41 |
|
|
2023
Q1 | $333K | Hold |
9,450
| – | – | 0.12% | 36 |
|
|
2022
Q4 | $383K | Hold |
9,450
| – | – | 0.14% | 34 |
|
|
2022
Q3 | $338K | Hold |
9,450
| – | – | 0.13% | 35 |
|
|
2022
Q2 | $331K | Buy |
+9,450
| New | +$331K | 0.13% | 38 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 298 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 288 |
|