RWM
Ritholtz Wealth Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
6,624
+754
| +13% | +$27.5K | 0.01% | 864 |
|
|
2025
Q1 | $204K | Sell |
5,870
-3,207
| -35% | -$111K | 0.01% | 863 |
|
|
2024
Q4 | $341K | Sell |
9,077
-2,905
| -24% | -$109K | 0.01% | 668 |
|
|
2024
Q3 | $445K | Buy |
+11,982
| New | +$445K | 0.01% | 591 |
|