Spire Wealth Management’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 | – | Sell |
-99
| Closed | -$3.43K | – | 2570 |
|
|
2025
Q1 | $3.43K | Buy |
+99
| New | +$3.43K | ﹤0.01% | 2154 |
|
|
2024
Q4 | – | Sell |
-473
| Closed | -$17.6K | – | 2523 |
|
|
2024
Q3 | $17.6K | Sell |
473
-74
| -14% | -$2.75K | ﹤0.01% | 1477 |
|
|
2024
Q2 | $17.8K | Sell |
547
-4,941
| -90% | -$160K | ﹤0.01% | 1480 |
|
|
2024
Q1 | $196K | Hold |
5,488
| – | – | ﹤0.01% | 770 |
|
|
2023
Q4 | $201K | Sell |
5,488
-3,225
| -37% | -$118K | 0.01% | 765 |
|
|
2023
Q3 | $240K | Buy |
8,713
+36
| +0.4% | +$993 | 0.01% | 660 |
|
|
2023
Q2 | $257K | Buy |
8,677
+549
| +7% | +$16.3K | 0.01% | 652 |
|
|
2023
Q1 | $286K | Buy |
8,128
+6,418
| +375% | +$226K | 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% | -$127K | 0.01% | 581 |
|
|
2022
Q2 | $284K | Sell |
8,109
-7,199
| -47% | -$252K | 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% | +$70.1K | 0.02% | 576 |
|
|
2021
Q1 | $517K | Buy |
+13,389
| New | +$517K | 0.01% | 659 |
|