Steward Partners Investment Advisory’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 | $75.8K | Buy |
2,080
+3
| +0.1% | +$109 | ﹤0.01% | 2267 |
|
|
2025
Q1 | $72K | Buy |
2,077
+2
| +0.1% | +$69 | ﹤0.01% | 2200 |
|
|
2024
Q4 | $77.9K | Sell |
2,075
-147
| -7% | -$5.52K | ﹤0.01% | 2106 |
|
|
2024
Q3 | $82.4K | Buy |
2,222
+3
| +0.1% | +$111 | ﹤0.01% | 1977 |
|
|
2024
Q2 | $72K | Buy |
2,219
+245
| +12% | +$7.95K | ﹤0.01% | 1931 |
|
|
2024
Q1 | $70.6K | Hold |
1,974
| – | – | ﹤0.01% | 1938 |
|
|
2023
Q4 | $74.1K | Hold |
1,974
| – | – | ﹤0.01% | 1813 |
|
|
2023
Q3 | $54.5K | Hold |
1,974
| – | – | ﹤0.01% | 1872 |
|
|
2023
Q2 | $58.6K | Hold |
1,974
| – | – | ﹤0.01% | 1818 |
|
|
2023
Q1 | $69.5K | Buy |
1,974
+1,600
| +428% | +$56.3K | ﹤0.01% | 1728 |
|
|
2022
Q4 | $15.1K | Sell |
374
-1,800
| -83% | -$72.9K | ﹤0.01% | 2374 |
|
|
2022
Q3 | $78K | Hold |
2,174
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q2 | $76K | Buy |
2,174
+1,800
| +481% | +$62.9K | ﹤0.01% | 1610 |
|
|
2022
Q1 | $13K | Buy |
374
+225
| +151% | +$7.82K | ﹤0.01% | 2565 |
|
|
2021
Q4 | $5K | Hold |
149
| – | – | ﹤0.01% | 2844 |
|
|
2021
Q3 | $5K | Hold |
149
| – | – | ﹤0.01% | 2823 |
|
|
2021
Q2 | $5K | Sell |
149
-500
| -77% | -$16.8K | ﹤0.01% | 6552 |
|
|
2021
Q1 | $25K | Buy |
649
+500
| +336% | +$19.3K | ﹤0.01% | 2363 |
|
|
2020
Q4 | $5K | Hold |
149
| – | – | ﹤0.01% | 2536 |
|
|
2020
Q3 | $3K | Hold |
149
| – | – | ﹤0.01% | 2527 |
|
|
2020
Q2 | $4K | Buy |
+149
| New | +$4K | ﹤0.01% | 2345 |
|
|
2020
Q1 | – | Sell |
-51
| Closed | -$2K | – | 2702 |
|
|
2019
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 2455 |
|
|
2019
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 2557 |
|
|
2019
Q2 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 2556 |
|
|
2018
Q3 | – | Sell |
-34
| Closed | -$1K | – | 2708 |
|
|
2018
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 2398 |
|