Heritage Wealth Advisors’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 | $680K | Buy |
18,654
+58
| +0.3% | +$2.11K | 0.03% | 106 |
|
|
2025
Q1 | $645K | Buy |
18,596
+52
| +0.3% | +$1.8K | 0.03% | 106 |
|
|
2024
Q4 | $696K | Sell |
18,544
-3,380
| -15% | -$127K | 0.03% | 110 |
|
|
2024
Q3 | $813K | Buy |
21,924
+59
| +0.3% | +$2.19K | 0.04% | 98 |
|
|
2024
Q2 | $709K | Buy |
21,865
+56
| +0.3% | +$1.82K | 0.03% | 106 |
|
|
2024
Q1 | $781K | Buy |
21,809
+49
| +0.2% | +$1.75K | 0.04% | 105 |
|
|
2023
Q4 | $817K | Buy |
21,760
+67
| +0.3% | +$2.52K | 0.04% | 102 |
|
|
2023
Q3 | $599K | Buy |
21,693
+60
| +0.3% | +$1.66K | 0.03% | 118 |
|
|
2023
Q2 | $642K | Buy |
21,633
+5,000
| +30% | +$148K | 0.03% | 113 |
|
|
2023
Q1 | $585K | Hold |
16,633
| – | – | 0.03% | 117 |
|
|
2022
Q4 | $673K | Sell |
16,633
-1,230
| -7% | -$49.8K | 0.04% | 106 |
|
|
2022
Q3 | $639K | Hold |
17,863
| – | – | 0.05% | 98 |
|
|
2022
Q2 | $626K | Hold |
17,863
| – | – | 0.04% | 106 |
|
|
2022
Q1 | $623K | Hold |
17,863
| – | – | 0.03% | 117 |
|
|
2021
Q4 | $648K | Buy |
+17,863
| New | +$648K | 0.04% | 127 |
|