Kestra Private Wealth Services’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
$986K Buy
27,069
+112
+0.4% +$4.08K 0.01% 749
2025
Q1
$935K Buy
26,957
+15,796
+142% +$548K 0.02% 700
2024
Q4
$419K Buy
+11,161
New +$419K 0.01% 1004