Brown Advisory’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 | $3.17M | Sell |
87,055
-1,162
| -1% | -$42.3K | ﹤0.01% | 581 |
|
|
2025
Q1 | $3.06M | Sell |
88,217
-5,473
| -6% | -$190K | ﹤0.01% | 574 |
|
|
2024
Q4 | $3.52M | Buy |
93,690
+20,519
| +28% | +$770K | ﹤0.01% | 560 |
|
|
2024
Q3 | $2.71M | Sell |
73,171
-980
| -1% | -$36.4K | ﹤0.01% | 600 |
|
|
2024
Q2 | $2.41M | Sell |
74,151
-3,873
| -5% | -$126K | ﹤0.01% | 600 |
|
|
2024
Q1 | $2.79M | Sell |
78,024
-2,715
| -3% | -$97.2K | ﹤0.01% | 576 |
|
|
2023
Q4 | $3.03M | Hold |
80,739
| – | – | ﹤0.01% | 555 |
|
|
2023
Q3 | $2.23M | Sell |
80,739
-662
| -0.8% | -$18.3K | ﹤0.01% | 589 |
|
|
2023
Q2 | $2.42M | Sell |
81,401
-55,689
| -41% | -$1.65M | ﹤0.01% | 579 |
|
|
2023
Q1 | $4.83M | Buy |
137,090
+166
| +0.1% | +$5.84K | 0.01% | 484 |
|
|
2022
Q4 | $5.54M | Buy |
136,924
+865
| +0.6% | +$35K | 0.01% | 460 |
|
|
2022
Q3 | $4.86M | Buy |
136,059
+10,532
| +8% | +$377K | 0.01% | 457 |
|
|
2022
Q2 | $4.4M | Sell |
125,527
-809
| -0.6% | -$28.4K | 0.01% | 470 |
|
|
2022
Q1 | $4.41M | Sell |
126,336
-1,837
| -1% | -$64.1K | 0.01% | 486 |
|
|
2021
Q4 | $4.65M | Sell |
128,173
-5,607
| -4% | -$203K | 0.01% | 489 |
|
|
2021
Q3 | $4.87M | Sell |
133,780
-1,930
| -1% | -$70.2K | 0.01% | 458 |
|
|
2021
Q2 | $4.95M | Sell |
135,710
-4,227
| -3% | -$154K | 0.01% | 460 |
|
|
2021
Q1 | $5.4M | Sell |
139,937
-30,116
| -18% | -$1.16M | 0.01% | 455 |
|
|
2020
Q4 | $5.51M | Sell |
170,053
-3,220
| -2% | -$104K | 0.01% | 412 |
|
|
2020
Q3 | $3.72M | Sell |
173,273
-11,099
| -6% | -$238K | 0.01% | 438 |
|
|
2020
Q2 | $5.1M | Buy |
184,372
+1,465
| +0.8% | +$40.5K | 0.01% | 385 |
|
|
2020
Q1 | $4.22M | Sell |
182,907
-93,666
| -34% | -$2.16M | 0.01% | 384 |
|
|
2019
Q4 | $10.7M | Sell |
276,573
-6,154
| -2% | -$238K | 0.03% | 319 |
|
|
2019
Q3 | $10.7M | Sell |
282,727
-4,955
| -2% | -$188K | 0.03% | 310 |
|
|
2019
Q2 | $10.7M | Sell |
287,682
-20,245
| -7% | -$751K | 0.03% | 313 |
|
|
2019
Q1 | $11.2M | Sell |
307,927
-10,901
| -3% | -$395K | 0.03% | 336 |
|
|
2018
Q4 | $9.92M | Sell |
318,828
-8,503
| -3% | -$265K | 0.03% | 328 |
|
|
2018
Q3 | $11.9M | Buy |
327,331
+3,248
| +1% | +$118K | 0.03% | 309 |
|
|
2018
Q2 | $11.8M | Sell |
324,083
-62,033
| -16% | -$2.26M | 0.04% | 301 |
|
|
2018
Q1 | $13.6M | Buy |
386,116
+35,011
| +10% | +$1.23M | 0.04% | 270 |
|
|
2017
Q4 | $12.2M | Sell |
351,105
-10,265
| -3% | -$357K | 0.04% | 286 |
|
|
2017
Q3 | $13.4M | Buy |
361,370
+1,086
| +0.3% | +$40.3K | 0.04% | 266 |
|
|
2017
Q2 | $14.1M | Buy |
360,284
+28,395
| +9% | +$1.11M | 0.04% | 266 |
|
|
2017
Q1 | $14M | Sell |
331,889
-57,490
| -15% | -$2.43M | 0.05% | 254 |
|
|
2016
Q4 | $18M | Sell |
389,379
-19,883
| -5% | -$920K | 0.06% | 222 |
|
|
2016
Q3 | $15.4M | Buy |
409,262
+392,045
| +2,277% | +$14.8M | 0.05% | 236 |
|
|
2016
Q2 | $646K | Buy |
17,217
+9,880
| +135% | +$371K | ﹤0.01% | 680 |
|
|
2016
Q1 | $269K | Hold |
7,337
| – | – | ﹤0.01% | 860 |
|
|
2015
Q4 | $271K | Hold |
7,337
| – | – | ﹤0.01% | 823 |
|
|
2015
Q3 | $279K | Buy |
+7,337
| New | +$279K | ﹤0.01% | 817 |
|
|
2015
Q1 | – | Sell |
-5,367
| Closed | -$201K | – | 958 |
|
|
2014
Q4 | $201K | Buy |
+5,367
| New | +$201K | ﹤0.01% | 875 |
|