Baird Financial Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,252
| Closed | -$535K | – | 1842 |
|
|
2022
Q2 | $535K | Sell |
15,252
-3
| -0% | -$105 | ﹤0.01% | 1322 |
|
|
2022
Q1 | $532K | Sell |
15,255
-111
| -0.7% | -$3.87K | ﹤0.01% | 1378 |
|
|
2021
Q4 | $557K | Buy |
15,366
+11
| +0.1% | +$399 | ﹤0.01% | 1430 |
|
|
2021
Q3 | $559K | Buy |
15,355
+8,904
| +138% | +$324K | ﹤0.01% | 1426 |
|
|
2021
Q2 | $235K | Hold |
6,451
| – | – | ﹤0.01% | 1644 |
|
|
2021
Q1 | $249K | Hold |
6,451
| – | – | ﹤0.01% | 1578 |
|
|
2020
Q4 | $209K | Buy |
+6,451
| New | +$209K | ﹤0.01% | 1502 |
|
|
2020
Q3 | – | Sell |
-7,326
| Closed | -$203K | – | 1575 |
|
|
2020
Q2 | $203K | Buy |
+7,326
| New | +$203K | ﹤0.01% | 1418 |
|
|
2020
Q1 | – | Sell |
-9,957
| Closed | -$385K | – | 1561 |
|
|
2019
Q4 | $385K | Hold |
9,957
| – | – | ﹤0.01% | 1249 |
|
|
2019
Q3 | $377K | Sell |
9,957
-846
| -8% | -$32K | ﹤0.01% | 1256 |
|
|
2019
Q2 | $401K | Buy |
10,803
+3,481
| +48% | +$129K | ﹤0.01% | 1258 |
|
|
2019
Q1 | $265K | Sell |
7,322
-556
| -7% | -$20.1K | ﹤0.01% | 1178 |
|
|
2018
Q4 | $245K | Buy |
7,878
+1
| +0% | +$31 | ﹤0.01% | 1164 |
|
|
2018
Q3 | $282K | Sell |
7,877
-3,732
| -32% | -$134K | ﹤0.01% | 1194 |
|
|
2018
Q2 | $423K | Sell |
11,609
-1
| -0% | -$36 | ﹤0.01% | 1061 |
|
|
2018
Q1 | $409K | Buy |
11,610
+3,594
| +45% | +$127K | ﹤0.01% | 1065 |
|
|
2017
Q4 | $279K | Sell |
8,016
-78
| -1% | -$2.72K | ﹤0.01% | 1142 |
|
|
2017
Q3 | $301K | Buy |
8,094
+81
| +1% | +$3.01K | ﹤0.01% | 1108 |
|
|
2017
Q2 | $314K | Buy |
8,013
+513
| +7% | +$20.1K | ﹤0.01% | 1076 |
|
|
2017
Q1 | $317K | Buy |
7,500
+319
| +4% | +$13.5K | ﹤0.01% | 1063 |
|
|
2016
Q4 | $332K | Sell |
7,181
-232
| -3% | -$10.7K | ﹤0.01% | 1032 |
|
|
2016
Q3 | $279K | Buy |
7,413
+1
| +0% | +$38 | ﹤0.01% | 1072 |
|
|
2016
Q2 | $278K | Buy |
7,412
+43
| +0.6% | +$1.61K | ﹤0.01% | 1057 |
|
|
2016
Q1 | $270K | Buy |
7,369
+44
| +0.6% | +$1.61K | ﹤0.01% | 1076 |
|
|
2015
Q4 | $271K | Sell |
7,325
-961
| -12% | -$35.6K | ﹤0.01% | 1098 |
|
|
2015
Q3 | $315K | Buy |
8,286
+1
| +0% | +$38 | ﹤0.01% | 1044 |
|
|
2015
Q2 | $333K | Buy |
+8,285
| New | +$333K | ﹤0.01% | 1092 |
|