Holos Integrated Wealth’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
$2.07K Hold
58
﹤0.01% 270
2025
Q1
$2.01K Hold
58
﹤0.01% 274
2024
Q4
$2.18K Buy
+58
New +$2.18K ﹤0.01% 272