Sequoia Financial Advisors’s United Bankshares UBSI Stock Holding History

Sequoia Financial Advisors’s Portfolio UBSI Stock Details UBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$896K	Buy
2025 Q1	$850K	Buy
2024 Q1	–	Sell
2023 Q4	$366K	Buy