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United Bankshares shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in United Bankshares

Tip: Access up to 7 years of quarterly data

All positions including United Bankshares held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Bankshares by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $216k 6.7k 32.29
2024-03-31 $240k 6.7k 35.79
2023-12-31 $252k 6.7k 37.55
2023-03-31 $236k 6.7k 35.20
2022-12-31 $271k 6.7k 40.49
2022-09-30 $240k 6.7k 35.82
2022-06-30 $233k 6.6k 35.10
2022-03-31 $232k 6.6k 34.95
2021-12-31 $243k 6.7k 36.27
2021-09-30 $241k 6.6k 36.31
2021-06-30 $245k 6.7k 36.54
2021-03-31 $259k 6.7k 38.63
2020-12-31 $217k 6.7k 32.36
2020-09-30 $256k 12k 21.48
2020-06-30 $486k 18k 27.67
2020-03-31 $405k 18k 23.06
2019-12-31 $679k 18k 38.66
2019-09-30 $694k 18k 39.52
2019-06-30 $651k 18k 37.07
2019-03-31 $636k 18k 36.21
2018-12-31 $284k 9.1k 31.06

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

Top funds holding United Bankshares

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Vaughan Nelson Investment Management
Hanna Zanoni
Bank of New York Mellon

View all funds holding United Bankshares