A detailed history of Ep Wealth Advisors, LLC transactions in United Bankshares Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 83,500 shares of UBSI stock, worth $3.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
83,500
Previous 83,500 -0.0%
Holding current value
$3.17 Million
Previous $2.71 Million 14.36%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 22, 2023

BUY
$26.74 - $33.81 $1.69 Million - $2.14 Million
63,245 Added 312.24%
83,500 $2.3 Million
Q2 2023

Aug 14, 2023

BUY
$27.93 - $34.98 $358,006 - $448,373
12,818 Added 172.35%
20,255 $600,000
Q1 2023

Jun 05, 2023

SELL
$35.03 - $42.3 $2.66 Million - $3.22 Million
-76,057 Reduced 91.09%
7,437 $261,000
Q4 2022

Jun 12, 2023

BUY
$36.4 - $43.77 $2.77 Million - $3.33 Million
76,057 Added 1022.68%
83,494 $3.38 Million
Q3 2022

Dec 02, 2022

SELL
$34.17 - $40.68 $5,774 - $6,874
-169 Reduced 0.2%
83,494 $2.99 Million
Q2 2022

Aug 11, 2022

BUY
$33.26 - $37.57 $199 - $225
6 Added 0.01%
83,663 $2.93 Million
Q1 2022

May 20, 2022

SELL
$33.73 - $39.41 $1,450 - $1,694
-43 Reduced 0.05%
83,657 $2.92 Million
Q4 2021

Feb 17, 2022

BUY
$34.13 - $39.1 $34 - $39
1 Added 0.0%
83,700 $3.04 Million
Q3 2021

Nov 23, 2021

BUY
$32.14 - $36.86 $2.44 Million - $2.8 Million
75,862 Added 968.0%
83,699 $3.05 Million
Q3 2021

Nov 16, 2021

BUY
$32.14 - $36.86 $251,881 - $288,871
7,837 New
7,837 $3.05 Million

Others Institutions Holding UBSI

About UNITED BANKSHARES INC


  • Ticker UBSI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 134,592,000
  • Market Cap $5.11B
  • Description
  • United Bankshares, Inc., a financial holding company, primarily provides commercial and retail banking products and services in the United States. It operates through two segments, Community Banking and Mortgage Banking. The company accepts checking, savings, and time and money market accounts; individual retirement accounts; and demand deposits...
More about UBSI
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.