Private Wealth Management 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 | $8.78K | Hold |
241
| – | – | ﹤0.01% | 531 |
|
|
2025
Q1 | $8.36K | Hold |
241
| – | – | ﹤0.01% | 532 |
|
|
2024
Q4 | $9.05K | Hold |
241
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $8.94K | Hold |
241
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $7.82K | Sell |
241
-11
| -4% | -$357 | ﹤0.01% | 522 |
|
|
2024
Q1 | $9.02K | Hold |
252
| – | – | ﹤0.01% | 437 |
|
|
2023
Q4 | $9.46K | Buy |
+252
| New | +$9.46K | ﹤0.01% | 420 |
|