Valeo Financial 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
2023 Q3	–	Sell	-9,027	Closed	-$268K	–	678
2023 Q2	$268K	Hold	9,027	–	–	0.01%	459
2023 Q1	$318K	Hold	9,027	–	–	0.02%	427
2022 Q4	$366K	Hold	9,027	–	–	0.02%	337
2022 Q3	$323K	Hold	9,027	–	–	0.02%	325
2022 Q2	$317K	Hold	9,027	–	–	0.02%	327
2022 Q1	$315K	Hold	9,027	–	–	0.02%	432
2021 Q4	$327K	Hold	9,027	–	–	0.02%	392
2021 Q3	$328K	Sell	9,027 -423	-4%	-$14.8K	0.02%	383
2021 Q2	$345K	Hold	9,450	–	–	0.02%	336
2021 Q1	$365K	Hold	9,450	–	–	0.02%	324
2020 Q4	$306K	Hold	9,450	–	–	0.02%	330
2020 Q3	$203K	Sell	9,450 -368	-4%	-$9.58K	0.02%	323
2020 Q2	$272K	Buy	9,818 +818	+9%	+$22K	0.02%	271
2020 Q1	$241K	Hold	9,000	–	–	0.03%	264
2019 Q4	$348K	Sell	9,000 -17,303	-66%	-$667K	0.03%	237
2019 Q3	$996K	Buy	+26,303	New	+$974K	0.11%	125