Mather Group’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 | – | Sell |
-310
| Closed | -$10.7K | – | 1648 |
|
|
2025
Q1 | $10.7K | Sell |
310
-104
| -25% | -$3.61K | ﹤0.01% | 1238 |
|
|
2024
Q4 | $15.5K | Buy |
414
+338
| +445% | +$12.7K | ﹤0.01% | 1134 |
|
|
2024
Q3 | $2.82K | Buy |
76
+12
| +19% | +$445 | ﹤0.01% | 1416 |
|
|
2024
Q2 | $2.29K | Hold |
64
| – | – | ﹤0.01% | 1851 |
|
|
2024
Q1 | $2.4K | Buy |
+64
| New | +$2.4K | ﹤0.01% | 1509 |
|