Integrated Investment Consultants’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$346K	Sell	8,362 -403	-5%	-$16.8K	0.07%	173
2025 Q4	$337K	Buy	8,765 +3	+0%	+$112	0.07%	192
2025 Q3	$326K	Hold	8,762	–	–	0.06%	230
2025 Q2	$319K	Sell	8,762 -3,798	-30%	-$133K	0.06%	222
2025 Q1	$435K	Buy	12,560 +23	+0.2%	+$843	0.09%	176
2024 Q4	$471K	Buy	12,537 +270	+2%	+$10.6K	0.1%	165
2024 Q3	$455K	Sell	12,267 -517	-4%	-$18.9K	0.1%	156
2024 Q2	$458K	Hold	12,784	–	–	0.13%	133
2024 Q1	$458K	Sell	12,784 -729	-5%	-$25.8K	0.13%	133
2023 Q4	$507K	Buy	13,513 +3,873	+40%	+$123K	0.16%	115
2023 Q3	$266K	Buy	9,640 +60	+0.6%	+$1.81K	0.1%	183
2023 Q2	$284K	Hold	9,580	–	–	0.09%	202
2023 Q1	$337K	Buy	9,580 +30	+0.3%	+$1.18K	0.11%	173
2022 Q4	$387K	Buy	9,550 +40	+0.4%	+$1.62K	0.13%	121
2022 Q3	$340K	Hold	9,510	–	–	0.14%	127
2022 Q2	$334K	Sell	9,510 -210	-2%	-$7.37K	0.12%	137
2022 Q1	$339K	Buy	9,720 +232	+2%	+$8.43K	0.09%	202
2021 Q4	$344K	Sell	9,488 -11	-0.1%	-$405	0.09%	207
2021 Q3	$346K	Buy	9,499 +95	+1%	+$3.32K	0.1%	190
2021 Q2	$343K	Buy	9,404 +2,534	+37%	+$99.6K	0.1%	196
2021 Q1	$265K	Buy	6,870 +369	+6%	+$13.5K	0.09%	202
2020 Q4	$211K	Buy	+6,501	New	+$184K	0.08%	223
2018 Q4	–	Sell	-5,643	Closed	-$205K	–	184
2018 Q3	$205K	Buy	+5,643	New	+$214K	0.1%	169
2018 Q2	–	Sell	-5,420	Closed	-$191K	–	656
2018 Q1	$191K	Buy	+5,420	New	+$196K	0.08%	191
2017 Q3	$117K	Hold	3,142	–	–	0.05%	258
2017 Q2	$123K	Hold	3,142	–	–	0.06%	244
2017 Q1	$133K	Hold	3,142	–	–	0.06%	224
2016 Q4	$145K	Sell	3,142 -10	-0.3%	-$425	0.07%	197
2016 Q3	$117K	Hold	3,152	–	–	0.06%	229
2016 Q2	$118K	Hold	3,152	–	–	0.07%	229
2016 Q1	$110K	Buy	+3,152	New	+$111K	0.06%	208