Halpern Financial’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $338K | Hold |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $346K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $338K | Hold |
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|
2022
Q2 | $331K | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
|