Pathstone Holdings’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 | $531K | Sell |
14,572
-5,414
| -27% | -$197K | ﹤0.01% | 1696 |
|
|
2025
Q1 | $693K | Sell |
19,986
-792
| -4% | -$27.5K | ﹤0.01% | 1553 |
|
|
2024
Q4 | $780K | Buy |
20,778
+8,142
| +64% | +$306K | ﹤0.01% | 1491 |
|
|
2024
Q3 | $469K | Buy |
12,636
+4,290
| +51% | +$159K | ﹤0.01% | 1749 |
|
|
2024
Q2 | $271K | Buy |
8,346
+289
| +4% | +$9.38K | ﹤0.01% | 1985 |
|
|
2024
Q1 | $288K | Buy |
8,057
+1,149
| +17% | +$41.1K | ﹤0.01% | 1963 |
|
|
2023
Q4 | $259K | Buy |
+6,908
| New | +$259K | ﹤0.01% | 1918 |
|