Strategic Wealth Investment Group’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
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $336K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $339K | Hold |
|
|||||
|
2024
Q3 | $325K | Hold |
|
|||||
|
2024
Q2 | $292K | Buy |
|
|||||
|
2023
Q4 | $339K | Hold |
|
|||||
|
2023
Q3 | $249K | Hold |
|
|||||
|
2023
Q2 | $268K | Hold |
|
|||||
|
2023
Q1 | $318K | Hold |
|
|||||
|
2022
Q4 | $352K | Hold |
|
|||||
|
2022
Q3 | $323K | Hold |
|
|||||
|
2022
Q2 | $317K | Hold |
|
|||||
|
2022
Q1 | $315K | Sell |
|
|||||
|
2021
Q4 | $526K | Hold |
|
|||||
|
2021
Q3 | $527K | Buy |
|