Ameriprise’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17M | Sell |
410,132
-9,855
| -2% | -$410K | ﹤0.01% | 1529 |
|
|
2025
Q4 | $16.1M | Sell |
419,987
-98,699
| -19% | -$3.68M | ﹤0.01% | 1573 |
|
|
2025
Q3 | $19.3M | Sell |
518,686
-72,718
| -12% | -$2.71M | ﹤0.01% | 1425 |
|
|
2025
Q2 | $21.6M | Buy |
591,404
+11,601
| +2% | +$407K | 0.01% | 1303 |
|
|
2025
Q1 | $20.1M | Buy |
579,803
+198,364
| +52% | +$7.27M | 0.01% | 1310 |
|
|
2024
Q4 | $14.3M | Buy |
381,439
+27,977
| +8% | +$1.1M | ﹤0.01% | 1547 |
|
|
2024
Q3 | $13.1M | Sell |
353,462
-11,722
| -3% | -$428K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $11.9M | Buy |
365,184
+10,803
| +3% | +$357K | ﹤0.01% | 1603 |
|
|
2024
Q1 | $12.7M | Buy |
354,381
+1,684
| +0.5% | +$59.5K | ﹤0.01% | 1583 |
|
|
2023
Q4 | $13.3M | Buy |
352,697
+2,386
| +0.7% | +$75.8K | ﹤0.01% | 1557 |
|
|
2023
Q3 | $9.67M | Sell |
350,311
-7,155
| -2% | -$215K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $10.6M | Sell |
357,466
-375,500
| -51% | -$11.8M | ﹤0.01% | 1728 |
|
|
2023
Q1 | $25.8M | Buy |
732,966
+93,737
| +15% | +$3.68M | 0.01% | 1096 |
|
|
2022
Q4 | $25.9M | Buy |
639,229
+245,126
| +62% | +$9.94M | 0.01% | 1067 |
|
|
2022
Q3 | $14.4M | Sell |
394,103
-5,721
| -1% | -$213K | 0.01% | 1401 |
|
|
2022
Q2 | $13.8M | Sell |
399,824
-3,690
| -0.9% | -$129K | ﹤0.01% | 1489 |
|
|
2022
Q1 | $13.3M | Sell |
403,514
-3,940
| -1% | -$143K | ﹤0.01% | 1663 |
|
|
2021
Q4 | $13.8M | Buy |
407,454
+204,467
| +101% | +$7.53M | ﹤0.01% | 1700 |
|
|
2021
Q3 | $7.39M | Sell |
202,987
-30,628
| -13% | -$1.07M | ﹤0.01% | 2104 |
|
|
2021
Q2 | $8.53M | Sell |
233,615
-7,064
| -3% | -$278K | ﹤0.01% | 2058 |
|
|
2021
Q1 | $9.29M | Sell |
240,679
-1,824
| -0.8% | -$66.9K | ﹤0.01% | 1939 |
|
|
2020
Q4 | $7.86M | Sell |
242,503
-19,718
| -8% | -$557K | ﹤0.01% | 1940 |
|
|
2020
Q3 | $5.64M | Sell |
262,221
-43,178
| -14% | -$1.12M | ﹤0.01% | 1993 |
|
|
2020
Q2 | $8.46M | Buy |
305,399
+47,936
| +19% | +$1.29M | ﹤0.01% | 1653 |
|
|
2020
Q1 | $5.94M | Sell |
257,463
-87,732
| -25% | -$2.75M | ﹤0.01% | 1789 |
|
|
2019
Q4 | $13.3M | Sell |
345,195
-24,856
| -7% | -$959K | 0.01% | 1507 |
|
|
2019
Q3 | $14M | Buy |
370,051
+6,710
| +2% | +$249K | 0.01% | 1417 |
|
|
2019
Q2 | $13.5M | Sell |
363,341
-15,342
| -4% | -$576K | 0.01% | 1487 |
|
|
2019
Q1 | $13.7M | Sell |
378,683
-8,439
| -2% | -$304K | 0.01% | 1431 |
|
|
2018
Q4 | $12.1M | Sell |
387,122
-35,441
| -8% | -$1.2M | 0.01% | 1439 |
|
|
2018
Q3 | $15.3M | Sell |
422,563
-15,876
| -4% | -$602K | 0.01% | 1531 |
|
|
2018
Q2 | $16M | Sell |
438,439
-25,993
| -6% | -$931K | 0.01% | 1349 |
|
|
2018
Q1 | $16.4M | Buy |
464,432
+27,237
| +6% | +$986K | 0.01% | 1269 |
|
|
2017
Q4 | $15.2M | Sell |
437,195
-174,118
| -28% | -$6.28M | 0.01% | 1272 |
|
|
2017
Q3 | $22.7M | Sell |
611,313
-1,988,726
| -76% | -$70M | 0.01% | 964 |
|
|
2017
Q2 | $102M | Sell |
2,600,039
-621,941
| -19% | -$24.7M | 0.05% | 347 |
|
|
2017
Q1 | $134M | Buy |
3,221,980
+130,206
| +4% | +$5.74M | 0.07% | 285 |
|
|
2016
Q4 | $144M | Buy |
3,091,774
+247,938
| +9% | +$10.5M | 0.08% | 260 |
|
|
2016
Q3 | $107M | Buy |
2,843,836
+455,437
| +19% | +$17.4M | 0.06% | 324 |
|
|
2016
Q2 | $89.1M | Buy |
2,388,399
+453,844
| +23% | +$17.1M | 0.05% | 335 |
|
|
2016
Q1 | $70.7M | Buy |
1,934,555
+284,733
| +17% | +$9.99M | 0.04% | 392 |
|
|
2015
Q4 | $60.9M | Buy |
1,649,822
+150,966
| +10% | +$5.97M | 0.04% | 424 |
|
|
2015
Q3 | $57.2M | Buy |
1,498,856
+1,190,862
| +387% | +$46.7M | 0.04% | 429 |
|
|
2015
Q2 | $12.4M | Buy |
307,994
+5,290
| +2% | +$202K | 0.01% | 1397 |
|
|
2015
Q1 | $11.4M | Buy |
302,704
+16,403
| +6% | +$599K | 0.01% | 1452 |
|
|
2014
Q4 | $10.7M | Buy |
286,301
+5,104
| +2% | +$175K | 0.01% | 1451 |
|
|
2014
Q3 | $8.7M | Buy |
281,197
+14,051
| +5% | +$453K | 0.01% | 1593 |
|
|
2014
Q2 | $8.64M | Buy |
267,146
+11,470
| +4% | +$349K | 0.01% | 1666 |
|
|
2014
Q1 | $7.83M | Buy |
255,676
+71,256
| +39% | +$2.14M | ﹤0.01% | 1716 |
|
|
2013
Q4 | $5.8M | Buy |
184,420
+5,547
| +3% | +$170K | ﹤0.01% | 1909 |
|
|
2013
Q3 | $5.18M | Buy |
178,873
+5,040
| +3% | +$143K | ﹤0.01% | 1919 |
|
|
2013
Q2 | $4.6M | Buy |
+173,833
| New | +$4.48M | ﹤0.01% | 1939 |
|
Other funds holding UBSI
VPM
VCM
