Lynx Investment Advisory’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	$389K	Buy	10,670 +356	+3%	+$13K	0.25%	89
2025 Q1	$358K	Sell	10,314 -2,204	-18%	-$76.4K	0.24%	87
2024 Q4	$470K	Buy	12,518 +11	+0.1%	+$413	0.32%	72
2024 Q3	$464K	Buy	12,507 +12	+0.1%	+$445	0.33%	71
2024 Q2	$405K	Buy	+12,495	New	+$405K	0.3%	70