Strategic Wealth Investment Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,033
| Closed | -$339K | – | 113 |
|
|
2024
Q4 | $339K | Hold |
9,033
| – | – | 0.04% | 109 |
|
|
2024
Q3 | $325K | Hold |
9,033
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $292K | Buy |
+9,033
| New | +$292K | 0.04% | 107 |
|
|
2023
Q4 | $339K | Hold |
9,033
| – | – | 0.05% | 97 |
|
|
2023
Q3 | $249K | Hold |
9,033
| – | – | 0.05% | 90 |
|
|
2023
Q2 | $268K | Hold |
9,033
| – | – | 0.04% | 105 |
|
|
2023
Q1 | $318K | Hold |
9,033
| – | – | 0.06% | 102 |
|
|
2022
Q4 | $352K | Hold |
9,033
| – | – | 0.08% | 85 |
|
|
2022
Q3 | $323K | Hold |
9,033
| – | – | 0.09% | 78 |
|
|
2022
Q2 | $317K | Hold |
9,033
| – | – | 0.08% | 104 |
|
|
2022
Q1 | $315K | Sell |
9,033
-5,458
| -38% | -$190K | 0.08% | 75 |
|
|
2021
Q4 | $526K | Hold |
14,491
| – | – | 0.14% | 59 |
|
|
2021
Q3 | $527K | Buy |
+14,491
| New | +$527K | 0.16% | 60 |
|