Sequoia Financial Advisors’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	$896K	Buy	24,599 +81	+0.3%	+$2.95K	0.01%	726
2025 Q1	$850K	Buy	+24,518	New	+$850K	0.01%	671
2024 Q1	–	Sell	-9,759	Closed	-$366K	–	1265
2023 Q4	$366K	Buy	+9,759	New	+$366K	﹤0.01%	845