United Bankshares shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in United Bankshares
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All positions including United Bankshares held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in United Bankshares by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 84k | 37.55 |
| 2023-09-30 | $2.3M | 84k | 27.59 |
| 2023-06-30 | $2.5M | 20k | 122.26 |
| 2023-03-31 | $236k | 7.4k | 31.70 |
| 2022-12-31 | $3.4M | 84k | 40.49 |
| 2022-09-30 | $3.0M | 84k | 35.75 |
| 2022-06-30 | $2.9M | 84k | 35.07 |
| 2022-03-31 | $2.9M | 84k | 34.88 |
| 2021-12-31 | $3.0M | 84k | 36.28 |
| 2021-09-30 | $3.0M | 84k | 36.38 |