Rothschild Investment LLC’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 | $11.1K | Buy |
305
+140
| +85% | +$5.1K | ﹤0.01% | 1185 |
|
|
2025
Q1 | $5.72K | Buy |
165
+45
| +38% | +$1.56K | ﹤0.01% | 1376 |
|
|
2024
Q4 | $4.51K | Buy |
120
+25
| +26% | +$939 | ﹤0.01% | 1390 |
|
|
2024
Q3 | $3.53K | Buy |
95
+30
| +46% | +$1.11K | ﹤0.01% | 1427 |
|
|
2024
Q2 | $2.11K | Sell |
65
-521
| -89% | -$16.9K | ﹤0.01% | 1377 |
|
|
2024
Q1 | $21K | Buy |
586
+10
| +2% | +$358 | ﹤0.01% | 911 |
|
|
2023
Q4 | $21.6K | Buy |
+576
| New | +$21.6K | ﹤0.01% | 843 |
|