Anchor Capital Advisors’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 | $2.2M | Sell |
53,057
-211
| -0.4% | -$8.77K | 0.06% | 128 |
|
|
2025
Q4 | $2.05M | Buy |
53,268
+4,765
| +10% | +$177K | 0.06% | 132 |
|
|
2025
Q3 | $1.8M | Buy |
48,503
+852
| +2% | +$31.8K | 0.05% | 142 |
|
|
2025
Q2 | $1.74M | Sell |
47,651
-1,248
| -3% | -$43.8K | 0.05% | 140 |
|
|
2025
Q1 | $1.7M | Sell |
48,899
-2,353
| -5% | -$86.2K | 0.05% | 140 |
|
|
2024
Q4 | $1.92M | Buy |
51,252
+115
| +0.2% | +$4.53K | 0.05% | 138 |
|
|
2024
Q3 | $1.9M | Sell |
51,137
-2,998
| -6% | -$109K | 0.05% | 142 |
|
|
2024
Q2 | $1.76M | Buy |
54,135
+2,930
| +6% | +$96.8K | 0.05% | 143 |
|
|
2024
Q1 | $1.83M | Buy |
51,205
+645
| +1% | +$22.8K | 0.05% | 136 |
|
|
2023
Q4 | $1.9M | Buy |
50,560
+25,155
| +99% | +$799K | 0.05% | 133 |
|
|
2023
Q3 | $701K | Sell |
25,405
-7,298
| -22% | -$220K | 0.02% | 185 |
|
|
2023
Q2 | $970K | Buy |
32,703
+6,783
| +26% | +$214K | 0.03% | 176 |
|
|
2023
Q1 | $912K | Buy |
25,920
+384
| +2% | +$15.1K | 0.02% | 175 |
|
|
2022
Q4 | $1.03M | Buy |
25,536
+7,200
| +39% | +$292K | 0.03% | 172 |
|
|
2022
Q3 | $655K | Sell |
18,336
-75
| -0.4% | -$2.8K | 0.02% | 197 |
|
|
2022
Q2 | $646K | Sell |
18,411
-170
| -0.9% | -$5.96K | 0.02% | 204 |
|
|
2022
Q1 | $648K | Sell |
18,581
-318
| -2% | -$11.6K | 0.01% | 217 |
|
|
2021
Q4 | $686K | Sell |
18,899
-1,109
| -6% | -$40.8K | 0.01% | 210 |
|
|
2021
Q3 | $728K | Buy |
20,008
+187
| +0.9% | +$6.54K | 0.02% | 200 |
|
|
2021
Q2 | $723K | Sell |
19,821
-966
| -5% | -$38K | 0.01% | 203 |
|
|
2021
Q1 | $802K | Sell |
20,787
-2,249
| -10% | -$82.5K | 0.02% | 193 |
|
|
2020
Q4 | $746K | Sell |
23,036
-169
| -0.7% | -$4.77K | 0.02% | 193 |
|
|
2020
Q3 | $498K | Sell |
23,205
-1,305
| -5% | -$34K | 0.01% | 205 |
|
|
2020
Q2 | $678K | Sell |
24,510
-74,188
| -75% | -$1.99M | 0.02% | 180 |
|
|
2020
Q1 | $2.28M | Sell |
98,698
-1,226,985
| -93% | -$38.5M | 0.07% | 118 |
|
|
2019
Q4 | $51.3M | Buy |
1,325,683
+259,233
| +24% | +$10M | 1.11% | 36 |
|
|
2019
Q3 | $40.4M | Buy |
1,066,450
+28,507
| +3% | +$1.06M | 1.46% | 16 |
|
|
2019
Q2 | $38.5M | Sell |
1,037,943
-32,640
| -3% | -$1.23M | 1.39% | 19 |
|
|
2019
Q1 | $38.8K | Buy |
1,070,583
+127,837
| +14% | +$4.61M | 0.82% | 20 |
|
|
2018
Q4 | $29.3M | Sell |
942,746
-131,425
| -12% | -$4.44M | 1.19% | 24 |
|
|
2018
Q3 | $39M | Sell |
1,074,171
-17,115
| -2% | -$649K | 1.42% | 16 |
|
|
2018
Q2 | $39.7M | Sell |
1,091,286
-47,882
| -4% | -$1.71M | 1.46% | 18 |
|
|
2018
Q1 | $40.2M | Buy |
1,139,168
+1,055,093
| +1,255% | +$38.2M | 1.4% | 15 |
|
|
2017
Q4 | $2.92M | Buy |
84,075
+18,351
| +28% | +$662K | 0.1% | 111 |
|
|
2017
Q3 | $2.44M | Buy |
65,724
+26,583
| +68% | +$936K | 0.09% | 112 |
|
|
2017
Q2 | $1.53M | Buy |
+39,141
| New | +$1.55M | 0.06% | 141 |
|
Other funds holding UBSI
VPM
VCM
