Heritage Wealth Management, LLC United Bankshares Inc Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$36.4 - $43.77 $179,306 - $215,611	4,926 Added 116.92%	9,139 $370,000
Q3 2022 Nov 14, 2022	SELL	$34.17 - $40.68 $65,469 - $77,942	-1,916 Reduced 31.26%	4,213 $151,000
Q2 2022 Aug 15, 2022	BUY	$33.26 - $37.57 $19,556 - $22,091	588 Added 10.61%	6,129 $214,000
Q1 2022 Aug 15, 2022	BUY	$33.73 - $39.41 $91,138 - $106,485	2,702 Added 95.17%	5,541 $193,000
Q3 2021 Nov 10, 2021	BUY	$32.14 - $36.86 $13,691 - $15,702	426 Added 17.65%	2,839 $103,000
Q2 2021 Aug 11, 2021	BUY	$36.36 - $42.31 $87,736 - $102,094	2,413 New	2,413 $88,000

349

93.4M

129K

24.7K

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...

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