Heritage Wealth Advisors’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 | $491K | Sell |
|
|||||
|
2025
Q2 | $680K | Buy |
|
|||||
|
2025
Q1 | $645K | Buy |
|
|||||
|
2024
Q4 | $696K | Sell |
|
|||||
|
2024
Q3 | $813K | Buy |
|
|||||
|
2024
Q2 | $709K | Buy |
|
|||||
|
2024
Q1 | $781K | Buy |
|
|||||
|
2023
Q4 | $817K | Buy |
|
|||||
|
2023
Q3 | $599K | Buy |
|
|||||
|
2023
Q2 | $642K | Buy |
|
|||||
|
2023
Q1 | $585K | Hold |
|
|||||
|
2022
Q4 | $673K | Sell |
|
|||||
|
2022
Q3 | $639K | Hold |
|
|||||
|
2022
Q2 | $626K | Hold |
|
|||||
|
2022
Q1 | $623K | Hold |
|
|||||
|
2021
Q4 | $648K | Buy |
|