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
Tip: Access up to 7 years of quarterly data
All positions including United Bankshares held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Bankshares by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $813k | 22k | 37.10 |
| 2024-06-30 | $709k | 22k | 32.44 |
| 2024-03-31 | $737k | 5.0k | 148.62 |
| 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 |