Toth Financial Advisory’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
Q3 | $437K | Hold |
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|
2025
Q2 | $428K | Hold |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $441K | Hold |
|
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|
2024
Q3 | $435K | Hold |
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|
2024
Q2 | $381K | Hold |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $441K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $413K | Hold |
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|
2022
Q4 | $475K | Hold |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $412K | Hold |
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|
2022
Q1 | $409K | Hold |
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|
2021
Q4 | $426K | Hold |
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|
2021
Q3 | $427K | Hold |
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|
2021
Q2 | $428K | Hold |
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|
2021
Q1 | $453K | Hold |
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|
2020
Q4 | $380K | Hold |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $325K | Hold |
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|
2020
Q1 | $271K | Hold |
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|
2019
Q4 | $454K | Hold |
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|
2019
Q3 | $445K | Hold |
|
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|
2019
Q2 | $435K | Buy |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $36K | Hold |
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|
2018
Q3 | $42K | Hold |
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|
2018
Q2 | $42K | Hold |
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|
2018
Q1 | $41K | Hold |
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|
2017
Q4 | $40K | Buy |
|