Kestra Investment 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	$454K	Buy	12,939 +2,963	+30%	+$104K	0.01%	393
2025 Q1	$346K	Sell	9,976 -2,512	-20%	-$87.1K	0.01%	312
2024 Q4	$469K	Buy	+12,488	New	+$469K	0.02%	239