Kestra Advisory Services’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $997K | Buy |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $462K | Buy |
|