JFS Wealth Advisors’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 | $3.9K | Buy |
107
+23
| +27% | +$838 | ﹤0.01% | 1172 |
|
|
2025
Q1 | $2.91K | Hold |
84
| – | – | ﹤0.01% | 1329 |
|
|
2024
Q4 | $3.16K | Hold |
84
| – | – | ﹤0.01% | 1300 |
|
|
2024
Q3 | $3.12K | Buy |
84
+22
| +35% | +$816 | ﹤0.01% | 1300 |
|
|
2024
Q2 | $2.01K | Hold |
62
| – | – | ﹤0.01% | 1425 |
|
|
2024
Q1 | $2.22K | Buy |
62
+27
| +77% | +$966 | ﹤0.01% | 1405 |
|
|
2023
Q4 | $1.32K | Sell |
35
-64
| -65% | -$2.41K | ﹤0.01% | 1566 |
|
|
2023
Q3 | $2.73K | Buy |
99
+16
| +19% | +$442 | ﹤0.01% | 1238 |
|
|
2023
Q2 | $2.46K | Sell |
83
-30
| -27% | -$890 | ﹤0.01% | 1308 |
|
|
2023
Q1 | $3.98K | Sell |
113
-12
| -10% | -$422 | ﹤0.01% | 1082 |
|
|
2022
Q4 | $5.06K | Buy |
125
+9
| +8% | +$364 | ﹤0.01% | 989 |
|
|
2022
Q3 | $4K | Sell |
116
-25
| -18% | -$862 | ﹤0.01% | 1109 |
|
|
2022
Q2 | $5K | Buy |
141
+61
| +76% | +$2.16K | ﹤0.01% | 1019 |
|
|
2022
Q1 | $3K | Buy |
80
+45
| +129% | +$1.69K | ﹤0.01% | 1329 |
|
|
2021
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1591 |
|