Hazlett, Burt & Watson’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
8,077
+6,758
| +512% | +$245K | 0.12% | 160 |
|
|
2025
Q1 | $46K | Hold |
1,319
| – | – | 0.02% | 369 |
|
|
2024
Q4 | $51K | Hold |
1,319
| – | – | 0.02% | 361 |
|
|
2024
Q3 | $48K | Hold |
1,319
| – | – | 0.02% | 361 |
|
|
2024
Q2 | $42K | Hold |
1,319
| – | – | 0.02% | 358 |
|
|
2024
Q1 | $47K | Hold |
1,319
| – | – | 0.03% | 335 |
|
|
2023
Q4 | $51K | Hold |
1,319
| – | – | 0.03% | 308 |
|
|
2023
Q3 | $37K | Hold |
1,319
| – | – | 0.03% | 340 |
|
|
2023
Q2 | $39K | Sell |
1,319
-827
| -39% | -$24.5K | 0.03% | 336 |
|
|
2023
Q1 | $75K | Buy |
2,146
+15
| +0.7% | +$524 | 0.06% | 231 |
|
|
2022
Q4 | $86K | Buy |
2,131
+17
| +0.8% | +$686 | 0.08% | 200 |
|
|
2022
Q3 | $75K | Buy |
2,114
+18
| +0.9% | +$639 | 0.07% | 220 |
|
|
2022
Q2 | $73K | Buy |
2,096
+17
| +0.8% | +$592 | 0.07% | 227 |
|
|
2022
Q1 | $73K | Buy |
+2,079
| New | +$73K | 0.06% | 242 |
|