Advisory Services Network’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
30,285
+164
| +0.5% | +$5.83K | 0.02% | 794 |
|
|
2025
Q1 | $1.04M | Buy |
30,121
+1,020
| +4% | +$35.4K | 0.02% | 746 |
|
|
2024
Q4 | $1.09M | Buy |
29,101
+9,971
| +52% | +$374K | 0.02% | 698 |
|
|
2024
Q3 | $621K | Hold |
19,130
| – | – | 0.01% | 894 |
|
|
2024
Q2 | $621K | Buy |
19,130
+836
| +5% | +$27.1K | 0.01% | 894 |
|
|
2024
Q1 | $655K | Buy |
18,294
+14,006
| +327% | +$501K | 0.01% | 847 |
|
|
2023
Q4 | $161K | Buy |
+4,288
| New | +$161K | ﹤0.01% | 1391 |
|
|
2023
Q2 | – | Sell |
-4,486
| Closed | -$158K | – | 3533 |
|
|
2023
Q1 | $158K | Buy |
4,486
+151
| +3% | +$5.32K | ﹤0.01% | 1413 |
|
|
2022
Q4 | $176K | Buy |
+4,335
| New | +$176K | 0.01% | 1328 |
|
|
2020
Q4 | – | Sell |
-307
| Closed | -$7K | – | 3736 |
|
|
2020
Q3 | $7K | Buy |
+307
| New | +$7K | ﹤0.01% | 2657 |
|
|
2020
Q2 | – | Sell |
-359
| Closed | -$8K | – | 2656 |
|
|
2020
Q1 | $8K | Buy |
+359
| New | +$8K | ﹤0.01% | 2302 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2930 |
|
|
2019
Q1 | – | Sell |
-113
| Closed | -$3K | – | 2694 |
|
|
2018
Q4 | $3K | Sell |
113
-11
| -9% | -$292 | ﹤0.01% | 2235 |
|
|
2018
Q3 | $5K | Hold |
124
| – | – | ﹤0.01% | 2094 |
|
|
2018
Q2 | $5K | Sell |
124
-307
| -71% | -$12.4K | ﹤0.01% | 2045 |
|
|
2018
Q1 | $15K | Buy |
431
+13
| +3% | +$452 | ﹤0.01% | 1747 |
|
|
2017
Q4 | $15K | Buy |
418
+111
| +36% | +$3.98K | ﹤0.01% | 1713 |
|
|
2017
Q3 | $11K | Sell |
307
-38
| -11% | -$1.36K | ﹤0.01% | 1594 |
|
|
2017
Q2 | $14K | Buy |
345
+1
| +0.3% | +$41 | ﹤0.01% | 1463 |
|
|
2017
Q1 | $15K | Buy |
+344
| New | +$15K | ﹤0.01% | 1338 |
|