Harbor Investment Advisory’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1K | Hold |
770
| – | – | ﹤0.01% | 723 |
|
|
2025
Q1 | $26.7K | Hold |
770
| – | – | ﹤0.01% | 716 |
|
|
2024
Q4 | $28.9K | Hold |
770
| – | – | ﹤0.01% | 687 |
|
|
2024
Q3 | $28.6K | Sell |
770
-560
| -42% | -$20.8K | ﹤0.01% | 690 |
|
|
2024
Q2 | $43.1K | Hold |
1,330
| – | – | ﹤0.01% | 607 |
|
|
2024
Q1 | $47.6K | Hold |
1,330
| – | – | 0.01% | 595 |
|
|
2023
Q4 | $49.9K | Hold |
1,330
| – | – | 0.01% | 568 |
|
|
2023
Q3 | $36.7K | Hold |
1,330
| – | – | ﹤0.01% | 593 |
|
|
2023
Q2 | $39.5K | Hold |
1,330
| – | – | 0.01% | 770 |
|
|
2023
Q1 | $46.8K | Sell |
1,330
-500
| -27% | -$17.6K | 0.01% | 723 |
|
|
2022
Q4 | $74.1K | Hold |
1,830
| – | – | 0.01% | 567 |
|
|
2022
Q3 | $65K | Sell |
1,830
-195
| -10% | -$6.93K | 0.01% | 598 |
|
|
2022
Q2 | $71K | Sell |
2,025
-1,030
| -34% | -$36.1K | 0.01% | 592 |
|
|
2022
Q1 | $107K | Sell |
3,055
-995
| -25% | -$34.8K | 0.01% | 520 |
|
|
2021
Q4 | $147K | Hold |
4,050
| – | – | 0.02% | 439 |
|
|
2021
Q3 | $147K | Hold |
4,050
| – | – | 0.02% | 436 |
|
|
2021
Q2 | $148K | Buy |
+4,050
| New | +$148K | 0.02% | 423 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$2K | – | 1220 |
|
|
2020
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 942 |
|