Sargent Investment Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $372K | Hold |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $540K | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $994K | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $2.83M | Sell |
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|
2019
Q3 | $3.34M | Sell |
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|
2019
Q2 | $5.36M | Sell |
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|
2019
Q1 | $6.26M | Sell |
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|
2018
Q4 | $5.45M | Buy |
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