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	-99	Closed	-$3.43K	–	2570
2025 Q1	$3.43K	Buy	+99	New	+$3.63K	﹤0.01%	2154
2024 Q4	–	Sell	-473	Closed	-$17.6K	–	2523
2024 Q3	$17.6K	Sell	473 -74	-14%	-$2.7K	﹤0.01%	1477
2024 Q2	$17.8K	Sell	547 -4,941	-90%	-$163K	﹤0.01%	1480
2024 Q1	$196K	Hold	5,488	–	–	﹤0.01%	770
2023 Q4	$201K	Sell	5,488 -3,225	-37%	-$102K	0.01%	765
2023 Q3	$240K	Buy	8,713 +36	+0.4%	+$1.08K	0.01%	660
2023 Q2	$257K	Buy	8,677 +549	+7%	+$17.3K	0.01%	652
2023 Q1	$286K	Buy	8,128 +6,418	+375%	+$252K	0.01%	626
2022 Q4	$69K	Sell	1,710 -2,840	-62%	-$115K	﹤0.01%	877
2022 Q3	$163K	Sell	4,550 -3,559	-44%	-$133K	0.01%	581
2022 Q2	$284K	Sell	8,109 -7,199	-47%	-$253K	0.01%	651
2022 Q1	$534K	Hold	15,308	–	–	0.01%	557
2021 Q4	$555K	Hold	15,308	–	–	0.01%	663
2021 Q3	$557K	Hold	15,308	–	–	0.01%	561
2021 Q2	$559K	Buy	15,308 +1,919	+14%	+$75.4K	0.02%	576
2021 Q1	$517K	Buy	+13,389	New	+$491K	0.01%	659