Wealthcare Advisory Partners’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 | $2.15M | Buy |
58,912
+11,560
| +24% | +$421K | 0.05% | 313 |
|
|
2025
Q1 | $1.64M | Sell |
47,352
-9,932
| -17% | -$344K | 0.04% | 329 |
|
|
2024
Q4 | $2.15M | Buy |
57,284
+58
| +0.1% | +$2.18K | 0.06% | 256 |
|
|
2024
Q3 | $2.12M | Buy |
57,226
+77
| +0.1% | +$2.86K | 0.06% | 257 |
|
|
2024
Q2 | $1.85M | Sell |
57,149
-129
| -0.2% | -$4.19K | 0.06% | 250 |
|
|
2024
Q1 | $2.05M | Buy |
57,278
+1,256
| +2% | +$45K | 0.07% | 226 |
|
|
2023
Q4 | $2.1M | Buy |
56,022
+75
| +0.1% | +$2.82K | 0.08% | 192 |
|
|
2023
Q3 | $1.54M | Buy |
55,947
+5,068
| +10% | +$140K | 0.07% | 214 |
|
|
2023
Q2 | $1.51M | Buy |
50,879
+10,051
| +25% | +$298K | 0.07% | 218 |
|
|
2023
Q1 | $1.44M | Buy |
40,828
+31
| +0.1% | +$1.09K | 0.06% | 231 |
|
|
2022
Q4 | $1.65M | Buy |
40,797
+7
| +0% | +$283 | 0.08% | 189 |
|
|
2022
Q3 | $1.46M | Hold |
40,790
| – | – | 0.08% | 180 |
|
|
2022
Q2 | $1.43M | Buy |
40,790
+5,440
| +15% | +$191K | 0.09% | 156 |
|
|
2022
Q1 | $1.23M | Hold |
35,350
| – | – | 0.07% | 155 |
|
|
2021
Q4 | $1.28M | Sell |
35,350
-175
| -0.5% | -$6.35K | 0.08% | 163 |
|
|
2021
Q3 | $1.29M | Sell |
35,525
-120
| -0.3% | -$4.36K | 0.08% | 151 |
|
|
2021
Q2 | $1.3M | Buy |
35,645
+10,000
| +39% | +$365K | 0.09% | 154 |
|
|
2021
Q1 | $989K | Sell |
25,645
-1,700
| -6% | -$65.6K | 0.07% | 183 |
|
|
2020
Q4 | $886K | Buy |
27,345
+7,170
| +36% | +$232K | 0.08% | 166 |
|
|
2020
Q3 | $433K | Buy |
20,175
+10,000
| +98% | +$215K | 0.05% | 218 |
|
|
2020
Q2 | $281K | Hold |
10,175
| – | – | 0.04% | 250 |
|
|
2020
Q1 | $235K | Buy |
10,175
+175
| +2% | +$4.04K | 0.03% | 244 |
|
|
2019
Q4 | $387K | Hold |
10,000
| – | – | 0.05% | 206 |
|
|
2019
Q3 | $379K | Hold |
10,000
| – | – | 0.06% | 181 |
|
|
2019
Q2 | $371K | Hold |
10,000
| – | – | 0.06% | 173 |
|
|
2019
Q1 | $362K | Hold |
10,000
| – | – | 0.06% | 164 |
|
|
2018
Q4 | $311K | Hold |
10,000
| – | – | 0.06% | 157 |
|
|
2018
Q3 | $364K | Hold |
10,000
| – | – | 0.07% | 156 |
|
|
2018
Q2 | $364K | Sell |
10,000
-101
| -1% | -$3.68K | 0.07% | 150 |
|
|
2018
Q1 | $356K | Sell |
10,101
-5
| -0% | -$176 | 0.08% | 138 |
|
|
2017
Q4 | $351K | Buy |
10,106
+10,098
| +126,225% | +$351K | 0.09% | 126 |
|
|
2017
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 933 |
|