TCM Advisors’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 | – | Hold |
0
| – | -$1.04M | – | 22 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.13M | – | 25 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.11M | – | 22 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1.14M | – | 35 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1.25M | – | 32 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1.32M | – | 39 |
|
|
2023
Q4 | – | Hold |
0
| – | -$966K | – | 33 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.04M | – | 46 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.23M | – | 48 |
|
|
2023
Q1 | – | Hold |
0
| – | -$729K | – | 30 |
|
|
2022
Q4 | – | Hold |
0
| – | -$1.25M | – | 45 |
|
|
2022
Q3 | – | Hold |
0
| – | -$1.23M | – | 17 |
|
|
2022
Q2 | – | Hold |
0
| – | -$1.22M | – | 20 |
|
|
2022
Q1 | – | Sell |
-35,027
| Closed | -$1.27M | – | 29 |
|
|
2021
Q4 | $1.27M | Buy |
+35,027
| New | +$1.27M | 1.12% | 27 |
|