InceptionR’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 | $400K | Buy |
+10,991
| New | +$400K | 0.09% | 369 |
|
|
2025
Q1 | – | Sell |
-8,425
| Closed | -$316K | – | 845 |
|
|
2024
Q4 | $316K | Buy |
+8,425
| New | +$316K | 0.07% | 441 |
|
|
2024
Q3 | – | Sell |
-16,159
| Closed | -$524K | – | 877 |
|
|
2024
Q2 | $524K | Buy |
+16,159
| New | +$524K | 0.15% | 268 |
|
|
2024
Q1 | – | Sell |
-8,287
| Closed | -$311K | – | 732 |
|
|
2023
Q4 | $311K | Buy |
+8,287
| New | +$311K | 0.22% | 211 |
|