A detailed history of Bogart Wealth, LLC transactions in United Bankshares Inc stock. As of the latest transaction made, Bogart Wealth, LLC holds 763 shares of UBSI stock, worth $27,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares
763
Previous 101 655.45%
Holding current value
$27,796
Previous $3,000 833.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$35.03 - $38.73 $23,189 - $25,639
662 Added 655.45%
763 $28,000
Q2 2025

Jul 29, 2025

BUY
$31.5 - $37.32 $945 - $1,119
30 Added 42.25%
101 $3,000
Q3 2017

Oct 12, 2017

BUY
$32.05 - $37.4 $2,275 - $2,655
71
71 $3,000

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 $4.9B
  • 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 Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, 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 Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.