Stratos Wealth Advisors’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,201	Closed	-$304K	–	773
2024 Q3	$304K	Buy	8,201 +14	+0.2%	+$511	0.01%	602
2024 Q2	$266K	Buy	8,187 +317	+4%	+$10.5K	0.01%	600
2024 Q1	$282K	Sell	7,870 -161	-2%	-$5.69K	0.02%	566
2023 Q4	$302K	Buy	8,031 +15	+0.2%	+$477	0.02%	553
2023 Q3	$221K	Buy	+8,016	New	+$241K	0.01%	600
2023 Q2	–	Sell	-6,159	Closed	-$217K	–	661
2023 Q1	$217K	Sell	6,159 -6	-0.1%	-$235	0.02%	564
2022 Q4	$250K	Buy	6,165 +134	+2%	+$5.43K	0.02%	504
2022 Q3	$216K	Buy	6,031 +61	+1%	+$2.27K	0.02%	468
2022 Q2	$209K	Buy	5,970 +59	+1%	+$2.07K	0.02%	485
2022 Q1	$206K	Buy	5,911 +59	+1%	+$2.14K	0.02%	501
2021 Q4	$212K	Buy	+5,852	New	+$215K	0.02%	528