Tranquility Partners’s United Bankshares UBSI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$893K	Hold	24,515	–	–	0.32%	87
2025 Q1	$850K	Sell	24,515 -2,675	-10%	-$92.7K	0.33%	82
2024 Q4	$1.02M	Sell	27,190 -995	-4%	-$37.4K	0.38%	72
2024 Q3	$1.05M	Sell	28,185 -1,000	-3%	-$37.1K	0.38%	70
2024 Q2	$947K	Hold	29,185	–	–	0.36%	75
2024 Q1	$1.04M	Hold	29,185	–	–	0.4%	69
2023 Q4	$1.1M	Sell	29,185 -1,000	-3%	-$37.6K	0.46%	58
2023 Q3	$833K	Hold	30,185	–	–	0.36%	74
2023 Q2	$896K	Hold	30,185	–	–	0.39%	70
2023 Q1	$1.06M	Hold	30,185	–	–	0.51%	54
2022 Q4	$1.22M	Hold	30,185	–	–	0.62%	48
2022 Q3	$1.08M	Sell	30,185 -2,495	-8%	-$89.2K	0.6%	45
2022 Q2	$1.15M	Hold	32,680	–	–	0.59%	45
2022 Q1	$1.14M	Sell	32,680 -1,768	-5%	-$61.7K	0.53%	52
2021 Q4	$1.25M	Sell	34,448 -3,396	-9%	-$123K	0.58%	48
2021 Q3	$1.38M	Sell	37,844 -7,434	-16%	-$270K	0.7%	38
2021 Q2	$1.65M	Sell	45,278 -13,917	-24%	-$508K	0.93%	27
2021 Q1	$2.28M	Hold	59,195	–	–	1.42%	15
2020 Q4	$1.92M	Hold	59,195	–	–	1.36%	17
2020 Q3	$1.27M	Hold	59,195	–	–	1.08%	25
2020 Q2	$1.64M	Sell	59,195 -10,200	-15%	-$282K	1.54%	16
2020 Q1	$1.6M	Buy	69,395 +24,026	+53%	+$555K	1.84%	15
2019 Q4	$1.75M	Buy	45,369 +33,525	+283%	+$1.3M	1.58%	15
2019 Q3	$449K	Hold	11,844	–	–	0.48%	65
2019 Q2	$439K	Buy	+11,844	New	+$439K	0.47%	66