Key Financial Inc’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
Q3 | $67.5K | Hold |
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|
2025
Q2 | $66.7K | Hold |
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|
2025
Q1 | $63.4K | Hold |
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|
2024
Q4 | $68.7K | Hold |
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|
2024
Q3 | $67.9K | Hold |
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|
2024
Q2 | $59.4K | Hold |
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|
2024
Q1 | $65.5K | Hold |
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|
2023
Q4 | $68.7K | Hold |
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|
2023
Q3 | $50.5K | Buy |
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|
2023
Q2 | $6.5K | Hold |
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|
2023
Q1 | $7.71K | Sell |
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|
2022
Q4 | $8.94K | Hold |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $8K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6K | Buy |
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