PSI Advisors’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 |
-151
| Closed | -$5.24K | – | 646 |
|
|
2025
Q1 | $5.24K | Hold |
151
| – | – | ﹤0.01% | 526 |
|
|
2024
Q4 | $5.67K | Sell |
151
-217
| -59% | -$8.15K | ﹤0.01% | 612 |
|
|
2024
Q3 | $13.7K | Hold |
368
| – | – | ﹤0.01% | 488 |
|
|
2024
Q2 | $11.9K | Sell |
368
-388
| -51% | -$12.6K | ﹤0.01% | 486 |
|
|
2024
Q1 | $27.1K | Hold |
756
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $28.4K | Hold |
756
| – | – | 0.01% | 351 |
|
|
2023
Q3 | $20.9K | Hold |
756
| – | – | 0.01% | 378 |
|
|
2023
Q2 | $22.4K | Hold |
756
| – | – | 0.01% | 373 |
|
|
2023
Q1 | $26.6K | Sell |
756
-95
| -11% | -$3.34K | 0.01% | 295 |
|
|
2022
Q4 | $34.5K | Hold |
851
| – | – | 0.02% | 260 |
|
|
2022
Q3 | $30K | Hold |
851
| – | – | 0.02% | 283 |
|
|
2022
Q2 | $30K | Hold |
851
| – | – | 0.01% | 304 |
|
|
2022
Q1 | $30K | Hold |
851
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $31K | Sell |
851
-787
| -48% | -$28.7K | 0.01% | 330 |
|
|
2021
Q3 | $60K | Buy |
+1,638
| New | +$60K | 0.03% | 260 |
|
|
2020
Q1 | – | Sell |
-1,887
| Closed | -$72K | – | 552 |
|
|
2019
Q4 | $72K | Buy |
+1,887
| New | +$72K | 0.05% | 227 |
|