Salomon & Ludwin’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 | $229K | Hold |
6,020
| – | – | 0.02% | 144 |
|
|
2025
Q1 | $209K | Hold |
6,020
| – | – | 0.02% | 143 |
|
|
2024
Q4 | $226K | Sell |
6,020
-156
| -3% | -$5.86K | 0.02% | 136 |
|
|
2024
Q3 | $229K | Sell |
6,176
-45
| -0.7% | -$1.67K | 0.02% | 141 |
|
|
2024
Q2 | $202K | Hold |
6,221
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $223K | Sell |
6,221
-102
| -2% | -$3.65K | 0.02% | 176 |
|
|
2023
Q4 | $174K | Hold |
6,323
| – | – | 0.02% | 185 |
|
|
2023
Q3 | $174K | Buy |
+6,323
| New | +$174K | 0.02% | 185 |
|
|
2023
Q2 | – | Sell |
-6,982
| Closed | -$246K | – | 174 |
|
|
2023
Q1 | $246K | Sell |
6,982
-122
| -2% | -$4.29K | 0.03% | 150 |
|
|
2022
Q4 | $288K | Buy |
7,104
+90
| +1% | +$3.64K | 0.04% | 141 |
|
|
2022
Q3 | $251K | Sell |
7,014
-298
| -4% | -$10.7K | 0.04% | 127 |
|
|
2022
Q2 | $256K | Hold |
7,312
| – | – | 0.04% | 114 |
|
|
2022
Q1 | $255K | Buy |
+7,312
| New | +$255K | 0.04% | 104 |
|