Kingsview Wealth Management’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 | $992K | Buy |
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|
2025
Q1 | $886K | Sell |
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|
2024
Q4 | $965K | Sell |
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|
2024
Q3 | $964K | Sell |
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|
2024
Q2 | $970K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $844K | Sell |
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|
2023
Q2 | $914K | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1M | Sell |
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|
2020
Q3 | $706K | Hold |
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|
2020
Q2 | $910K | Buy |
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