Pathstone Family Office’s United Bankshares UBSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,635
Closed -$228K 1488
2022
Q4
$228K Sell
5,635
-19
-0.3% -$770 ﹤0.01% 1336
2022
Q3
$202K Buy
+5,654
New +$202K ﹤0.01% 1342