MAM
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Milestone Asset Management’s United Bankshares UBSI Stock Holding History

Milestone Asset Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,353
Closed -$201K – 250
2024
Q4 		$201K Buy
+5,353
New +$201K 0.04% 215