Harbor Investment Advisory’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 | $10K | Sell |
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|
2025
Q2 | $28.1K | Hold |
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|
2025
Q1 | $26.7K | Hold |
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|
2024
Q4 | $28.9K | Hold |
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|
2024
Q3 | $28.6K | Sell |
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|
2024
Q2 | $43.1K | Hold |
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|
2024
Q1 | $47.6K | Hold |
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|
2023
Q4 | $49.9K | Hold |
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|
2023
Q3 | $36.7K | Hold |
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|
2023
Q2 | $39.5K | Hold |
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|
2023
Q1 | $46.8K | Sell |
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|
2022
Q4 | $74.1K | Hold |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $71K | Sell |
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|
2022
Q1 | $107K | Sell |
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|
2021
Q4 | $147K | Hold |
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|
2021
Q3 | $147K | Hold |
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|
2021
Q2 | $148K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Buy |
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