Wealth Enhancement Advisory Services’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 | $1.42M | Buy |
36,989
+13,921
| +60% | +$535K | ﹤0.01% | 1534 |
|
|
2025
Q1 | $800K | Buy |
23,068
+1,110
| +5% | +$38.5K | ﹤0.01% | 1721 |
|
|
2024
Q4 | $825K | Buy |
21,958
+10,377
| +90% | +$390K | ﹤0.01% | 1637 |
|
|
2024
Q3 | $430K | Sell |
11,581
-500
| -4% | -$18.6K | ﹤0.01% | 1908 |
|
|
2024
Q2 | $392K | Buy |
12,081
+858
| +8% | +$27.8K | ﹤0.01% | 1802 |
|
|
2024
Q1 | $402K | Sell |
11,223
-379
| -3% | -$13.6K | ﹤0.01% | 1716 |
|
|
2023
Q4 | $436K | Buy |
11,602
+1,087
| +10% | +$40.8K | ﹤0.01% | 1593 |
|
|
2023
Q3 | $290K | Buy |
+10,515
| New | +$290K | ﹤0.01% | 1754 |
|