Jones Financial Companies’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 | $434K | Sell |
11,923
-2,030
| -15% | -$74K | ﹤0.01% | 1326 |
|
|
2025
Q1 | $480K | Buy |
13,953
+13,087
| +1,511% | +$450K | ﹤0.01% | 1144 |
|
|
2024
Q4 | $32.5K | Buy |
866
+310
| +56% | +$11.6K | ﹤0.01% | 2062 |
|
|
2024
Q3 | $20.5K | Buy |
556
+56
| +11% | +$2.06K | ﹤0.01% | 1949 |
|
|
2024
Q2 | $16.2K | Buy |
+500
| New | +$16.2K | ﹤0.01% | 1610 |
|