Bank of Montreal’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 | $1.34M | Sell |
36,842
-1,863
| -5% | -$67.9K | ﹤0.01% | 1521 |
|
|
2025
Q1 | $1.34M | Sell |
38,705
-3,666
| -9% | -$127K | ﹤0.01% | 1477 |
|
|
2024
Q4 | $1.59M | Buy |
42,371
+2,255
| +6% | +$84.7K | ﹤0.01% | 1426 |
|
|
2024
Q3 | $1.48M | Buy |
40,116
+504
| +1% | +$18.5K | ﹤0.01% | 1624 |
|
|
2024
Q2 | $1.29M | Sell |
39,612
-91,313
| -70% | -$2.98M | ﹤0.01% | 1684 |
|
|
2024
Q1 | $4.71M | Buy |
130,925
+91,529
| +232% | +$3.29M | ﹤0.01% | 1118 |
|
|
2023
Q4 | $1.51M | Buy |
39,396
+1,773
| +5% | +$67.9K | ﹤0.01% | 1532 |
|
|
2023
Q3 | $1.06M | Buy |
37,623
+1,006
| +3% | +$28.4K | ﹤0.01% | 1708 |
|
|
2023
Q2 | $1.17M | Sell |
36,617
-8,894
| -20% | -$284K | ﹤0.01% | 1796 |
|
|
2023
Q1 | $1.62M | Buy |
45,511
+3,795
| +9% | +$135K | ﹤0.01% | 1594 |
|
|
2022
Q4 | $1.78M | Buy |
41,716
+27,463
| +193% | +$1.17M | ﹤0.01% | 1549 |
|
|
2022
Q3 | $523 | Sell |
14,253
-23,745
| -62% | -$871 | ﹤0.01% | 2185 |
|
|
2022
Q2 | $1.36K | Buy |
37,998
+1,194
| +3% | +$43 | ﹤0.01% | 1790 |
|
|
2022
Q1 | $1.3M | Buy |
36,804
+356
| +1% | +$12.6K | ﹤0.01% | 1798 |
|
|
2021
Q4 | $1.33M | Sell |
36,448
-183,395
| -83% | -$6.67M | ﹤0.01% | 1744 |
|
|
2021
Q3 | $7.99M | Buy |
219,843
+1,152
| +0.5% | +$41.9K | ﹤0.01% | 1295 |
|
|
2021
Q2 | $8.33M | Sell |
218,691
-1,776
| -0.8% | -$67.7K | ﹤0.01% | 1285 |
|
|
2021
Q1 | $8.46M | Sell |
220,467
-16,720
| -7% | -$642K | 0.01% | 991 |
|
|
2020
Q4 | $8.47M | Buy |
237,187
+14,372
| +6% | +$513K | 0.01% | 964 |
|
|
2020
Q3 | $5.38M | Sell |
222,815
-5,302
| -2% | -$128K | ﹤0.01% | 1031 |
|
|
2020
Q2 | $5.6M | Buy |
228,117
+19,364
| +9% | +$476K | 0.01% | 994 |
|
|
2020
Q1 | $4.77M | Sell |
208,753
-29,542
| -12% | -$675K | 0.01% | 918 |
|
|
2019
Q4 | $9.21M | Buy |
238,295
+1,077
| +0.5% | +$41.6K | 0.01% | 899 |
|
|
2019
Q3 | $8.98M | Buy |
237,218
+3,147
| +1% | +$119K | 0.01% | 819 |
|
|
2019
Q2 | $8.68M | Buy |
234,071
+3,087
| +1% | +$114K | 0.01% | 849 |
|
|
2019
Q1 | $8.37M | Buy |
230,984
+1,971
| +0.9% | +$71.4K | 0.01% | 839 |
|
|
2018
Q4 | $7.12M | Sell |
229,013
-48,683
| -18% | -$1.51M | 0.01% | 849 |
|
|
2018
Q3 | $10.1M | Buy |
277,696
+2,662
| +1% | +$96.8K | 0.01% | 834 |
|
|
2018
Q2 | $10M | Buy |
275,034
+11,459
| +4% | +$417K | 0.01% | 837 |
|
|
2018
Q1 | $9.29M | Buy |
263,575
+1,437
| +0.5% | +$50.7K | 0.01% | 835 |
|
|
2017
Q4 | $9.11M | Buy |
262,138
+6,516
| +3% | +$226K | 0.01% | 844 |
|
|
2017
Q3 | $9.5M | Sell |
255,622
-1,359
| -0.5% | -$50.5K | 0.01% | 840 |
|
|
2017
Q2 | $10.1M | Buy |
256,981
+230,060
| +855% | +$9.02M | 0.01% | 815 |
|
|
2017
Q1 | $1.14M | Buy |
26,921
+424
| +2% | +$17.9K | ﹤0.01% | 1671 |
|
|
2016
Q4 | $1.22M | Hold |
26,497
| – | – | ﹤0.01% | 1655 |
|
|
2016
Q3 | $998K | Buy |
26,497
+403
| +2% | +$15.2K | ﹤0.01% | 1680 |
|
|
2016
Q2 | $979K | Sell |
26,094
-43,997
| -63% | -$1.65M | ﹤0.01% | 1693 |
|
|
2016
Q1 | $2.57M | Buy |
70,091
+783
| +1% | +$28.7K | ﹤0.01% | 1239 |
|
|
2015
Q4 | $2.56M | Buy |
69,308
+220
| +0.3% | +$8.14K | ﹤0.01% | 1229 |
|
|
2015
Q3 | $2.63M | Buy |
69,088
+171
| +0.2% | +$6.5K | ﹤0.01% | 1104 |
|
|
2015
Q2 | $2.77M | Buy |
68,917
+1,068
| +2% | +$43K | ﹤0.01% | 1175 |
|
|
2015
Q1 | $2.55M | Buy |
67,849
+768
| +1% | +$28.9K | ﹤0.01% | 1173 |
|
|
2014
Q4 | $2.51M | Buy |
67,081
+249
| +0.4% | +$9.32K | ﹤0.01% | 1141 |
|
|
2014
Q3 | $2.07M | Sell |
66,832
-1,542
| -2% | -$47.7K | ﹤0.01% | 1205 |
|
|
2014
Q2 | $2.21M | Buy |
68,374
+1,720
| +3% | +$55.6K | ﹤0.01% | 1175 |
|
|
2014
Q1 | $2.04M | Hold |
66,654
| – | – | ﹤0.01% | 1061 |
|
|
2013
Q4 | $2.1M | Sell |
66,654
-8,000
| -11% | -$252K | ﹤0.01% | 1022 |
|
|
2013
Q3 | $2.16M | Hold |
74,654
| – | – | ﹤0.01% | 964 |
|
|
2013
Q2 | $1.98M | Buy |
+74,654
| New | +$1.98M | ﹤0.01% | 944 |
|