Jamison Private Wealth Management’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 | $341K | Hold |
9,348
| – | – | 0.05% | 170 |
|
|
2025
Q1 | $324K | Hold |
9,348
| – | – | 0.05% | 169 |
|
|
2024
Q4 | $351K | Hold |
9,348
| – | – | 0.05% | 167 |
|
|
2024
Q3 | $347K | Hold |
9,348
| – | – | 0.05% | 153 |
|
|
2024
Q2 | $303K | Hold |
9,348
| – | – | 0.05% | 149 |
|
|
2024
Q1 | $335K | Hold |
9,348
| – | – | 0.06% | 148 |
|
|
2023
Q4 | $351K | Hold |
9,348
| – | – | 0.07% | 147 |
|
|
2023
Q3 | $258K | Buy |
+9,348
| New | +$258K | 0.05% | 153 |
|