Wealthcare Advisory Partners’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 | $2.2M | Buy |
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|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $2.1M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $1.46M | Hold |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $989K | Sell |
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|
2020
Q4 | $886K | Buy |
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|
2020
Q3 | $433K | Buy |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $235K | Buy |
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|
2019
Q4 | $387K | Hold |
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|
2019
Q3 | $379K | Hold |
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|
2019
Q2 | $371K | Hold |
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|
2019
Q1 | $362K | Hold |
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|
2018
Q4 | $311K | Hold |
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|
2018
Q3 | $364K | Hold |
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|
2018
Q2 | $364K | Sell |
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|
2018
Q1 | $356K | Sell |
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|
2017
Q4 | $351K | Buy |
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|
2017
Q3 | $0 | Buy |
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