United Bankshares shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in United Bankshares
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All positions including United Bankshares held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in United Bankshares by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $817k | 22k | 37.55 |
| 2023-09-30 | $599k | 22k | 27.59 |
| 2023-06-30 | $642k | 22k | 29.67 |
| 2023-03-31 | $586k | 17k | 35.20 |
| 2022-12-31 | $674k | 17k | 40.49 |
| 2022-09-30 | $639k | 18k | 35.77 |
| 2022-06-30 | $626k | 18k | 35.04 |
| 2022-03-31 | $623k | 18k | 34.88 |
| 2021-12-31 | $648k | 18k | 36.28 |