Toth Financial 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 | $428K | Hold |
11,738
| – | – | 0.05% | 173 |
|
|
2025
Q1 | $407K | Hold |
11,738
| – | – | 0.05% | 168 |
|
|
2024
Q4 | $441K | Hold |
11,738
| – | – | 0.05% | 163 |
|
|
2024
Q3 | $435K | Hold |
11,738
| – | – | 0.05% | 168 |
|
|
2024
Q2 | $381K | Hold |
11,738
| – | – | 0.05% | 167 |
|
|
2024
Q1 | $420K | Hold |
11,738
| – | – | 0.05% | 167 |
|
|
2023
Q4 | $441K | Hold |
11,738
| – | – | 0.06% | 167 |
|
|
2023
Q3 | $324K | Hold |
11,738
| – | – | 0.05% | 168 |
|
|
2023
Q2 | $348K | Hold |
11,738
| – | – | 0.05% | 163 |
|
|
2023
Q1 | $413K | Hold |
11,738
| – | – | 0.06% | 153 |
|
|
2022
Q4 | $475K | Hold |
11,738
| – | – | 0.08% | 156 |
|
|
2022
Q3 | $420K | Hold |
11,738
| – | – | 0.08% | 145 |
|
|
2022
Q2 | $412K | Hold |
11,738
| – | – | 0.07% | 147 |
|
|
2022
Q1 | $409K | Hold |
11,738
| – | – | 0.06% | 164 |
|
|
2021
Q4 | $426K | Hold |
11,738
| – | – | 0.06% | 180 |
|
|
2021
Q3 | $427K | Hold |
11,738
| – | – | 0.06% | 164 |
|
|
2021
Q2 | $428K | Hold |
11,738
| – | – | 0.07% | 155 |
|
|
2021
Q1 | $453K | Hold |
11,738
| – | – | 0.07% | 167 |
|
|
2020
Q4 | $380K | Hold |
11,738
| – | – | 0.07% | 158 |
|
|
2020
Q3 | $252K | Hold |
11,738
| – | – | 0.05% | 176 |
|
|
2020
Q2 | $325K | Hold |
11,738
| – | – | 0.07% | 135 |
|
|
2020
Q1 | $271K | Hold |
11,738
| – | – | 0.08% | 114 |
|
|
2019
Q4 | $454K | Hold |
11,738
| – | – | 0.09% | 137 |
|
|
2019
Q3 | $445K | Hold |
11,738
| – | – | 0.1% | 117 |
|
|
2019
Q2 | $435K | Buy |
11,738
+10,579
| +913% | +$392K | 0.1% | 112 |
|
|
2019
Q1 | $42K | Hold |
1,159
| – | – | 0.01% | 223 |
|
|
2018
Q4 | $36K | Hold |
1,159
| – | – | 0.01% | 205 |
|
|
2018
Q3 | $42K | Hold |
1,159
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $42K | Hold |
1,159
| – | – | 0.01% | 218 |
|
|
2018
Q1 | $41K | Hold |
1,159
| – | – | 0.01% | 224 |
|
|
2017
Q4 | $40K | Buy |
+1,159
| New | +$40K | 0.01% | 224 |
|