Spire Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $3.43K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $17.6K | Sell |
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|
2024
Q2 | $17.8K | Sell |
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|
2024
Q1 | $196K | Hold |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $69K | Sell |
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|
2022
Q3 | $163K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $534K | Hold |
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|
2021
Q4 | $555K | Hold |
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|
2021
Q3 | $557K | Hold |
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|
2021
Q2 | $559K | Buy |
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|
2021
Q1 | $517K | Buy |
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