Kingsview Wealth 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 | $992K | Buy |
27,222
+1,672
| +7% | +$60.9K | 0.02% | 591 |
|
|
2025
Q1 | $886K | Sell |
25,550
-147
| -0.6% | -$5.1K | 0.02% | 581 |
|
|
2024
Q4 | $965K | Sell |
25,697
-279
| -1% | -$10.5K | 0.02% | 559 |
|
|
2024
Q3 | $964K | Sell |
25,976
-3,916
| -13% | -$145K | 0.02% | 545 |
|
|
2024
Q2 | $970K | Sell |
29,892
-665
| -2% | -$21.6K | 0.02% | 515 |
|
|
2024
Q1 | $1.09M | Sell |
30,557
-47
| -0.2% | -$1.68K | 0.03% | 478 |
|
|
2023
Q4 | $1.15M | Buy |
30,604
+4
| +0% | +$150 | 0.03% | 429 |
|
|
2023
Q3 | $844K | Sell |
30,600
-221
| -0.7% | -$6.1K | 0.03% | 480 |
|
|
2023
Q2 | $914K | Buy |
30,821
+3
| +0% | +$89 | 0.04% | 434 |
|
|
2023
Q1 | $1.08M | Sell |
30,818
-2,659
| -8% | -$93.6K | 0.05% | 376 |
|
|
2022
Q4 | $1.36M | Sell |
33,477
-3,070
| -8% | -$124K | 0.06% | 291 |
|
|
2022
Q3 | $1.31M | Buy |
36,547
+2,034
| +6% | +$72.7K | 0.06% | 281 |
|
|
2022
Q2 | $1.21M | Buy |
34,513
+150
| +0.4% | +$5.26K | 0.06% | 317 |
|
|
2022
Q1 | $1.2M | Buy |
34,363
+2,958
| +9% | +$103K | 0.05% | 338 |
|
|
2021
Q4 | $1.14M | Sell |
31,405
-425
| -1% | -$15.4K | 0.05% | 350 |
|
|
2021
Q3 | $1.16M | Hold |
31,830
| – | – | 0.05% | 328 |
|
|
2021
Q2 | $1.17M | Sell |
31,830
-2,609
| -8% | -$95.9K | 0.06% | 331 |
|
|
2021
Q1 | $1.34M | Buy |
34,439
+3,430
| +11% | +$133K | 0.08% | 268 |
|
|
2020
Q4 | $1.01M | Sell |
31,009
-1,896
| -6% | -$61.4K | 0.07% | 273 |
|
|
2020
Q3 | $706K | Hold |
32,905
| – | – | 0.06% | 293 |
|
|
2020
Q2 | $910K | Buy |
+32,905
| New | +$910K | 0.09% | 219 |
|