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Wellington Shields Capital Management’s United Bankshares UBSI Stock Holding History

Wellington Shields Capital Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,173
Closed -$119K – 315
2023
Q4 		$119K Buy
+3,173
New +$101K 0.01% 251
2023
Q2 		– Sell
-3,173
Closed -$112K – 324
2023
Q1 		$112K Hold
3,173
– – 0.01% 255
2022
Q4 		$128K Buy
+3,173
New +$129K 0.02% 246
2022
Q3 		– Sell
-3,173
Closed -$111K – 316
2022
Q2 		$111K Hold
3,173
– – 0.01% 253
2022
Q1 		$111K Buy
+3,173
New +$115K 0.01% 273

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Geode Capital Management
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SAM
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Fuller & Thaler Asset Management
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