Cambridge Investment Research Advisors’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 | $653K | Sell |
17,936
-6,432
| -26% | -$234K | ﹤0.01% | 2297 |
|
|
2025
Q1 | $845K | Sell |
24,368
-3,073
| -11% | -$107K | ﹤0.01% | 1998 |
|
|
2024
Q4 | $1.03M | Sell |
27,441
-4,066
| -13% | -$153K | ﹤0.01% | 1849 |
|
|
2024
Q3 | $1.17M | Sell |
31,507
-46,113
| -59% | -$1.71M | ﹤0.01% | 1750 |
|
|
2024
Q2 | $2.52M | Sell |
77,620
-613
| -0.8% | -$19.9K | 0.01% | 1138 |
|
|
2024
Q1 | $2.8M | Sell |
78,233
-321
| -0.4% | -$11.5K | 0.01% | 1068 |
|
|
2023
Q4 | $2.95M | Buy |
78,554
+4,108
| +6% | +$154K | 0.01% | 983 |
|
|
2023
Q3 | $2.05M | Buy |
74,446
+3,263
| +5% | +$90K | 0.01% | 1122 |
|
|
2023
Q2 | $2.11M | Buy |
71,183
+18,651
| +36% | +$553K | 0.01% | 1131 |
|
|
2023
Q1 | $1.85M | Buy |
52,532
+9,017
| +21% | +$317K | 0.01% | 1170 |
|
|
2022
Q4 | $1.76M | Buy |
43,515
+7,064
| +19% | +$286K | 0.01% | 1153 |
|
|
2022
Q3 | $1.3M | Sell |
36,451
-356
| -1% | -$12.7K | 0.01% | 1300 |
|
|
2022
Q2 | $1.29M | Buy |
36,807
+253
| +0.7% | +$8.87K | 0.01% | 1287 |
|
|
2022
Q1 | $1.28M | Sell |
36,554
-3,585
| -9% | -$125K | 0.01% | 1408 |
|
|
2021
Q4 | $1.46M | Buy |
40,139
+16,712
| +71% | +$606K | 0.01% | 1336 |
|
|
2021
Q3 | $852K | Buy |
23,427
+886
| +4% | +$32.2K | ﹤0.01% | 1654 |
|
|
2021
Q2 | $823K | Buy |
22,541
+9
| +0% | +$329 | ﹤0.01% | 1686 |
|
|
2021
Q1 | $869K | Buy |
22,532
+426
| +2% | +$16.4K | ﹤0.01% | 1528 |
|
|
2020
Q4 | $716K | Buy |
22,106
+1,206
| +6% | +$39.1K | ﹤0.01% | 1531 |
|
|
2020
Q3 | $449K | Buy |
20,900
+1,890
| +10% | +$40.6K | ﹤0.01% | 1674 |
|
|
2020
Q2 | $526K | Sell |
19,010
-938
| -5% | -$26K | ﹤0.01% | 1522 |
|
|
2020
Q1 | $460K | Buy |
19,948
+4,432
| +29% | +$102K | ﹤0.01% | 1413 |
|
|
2019
Q4 | $600K | Buy |
15,516
+281
| +2% | +$10.9K | ﹤0.01% | 1465 |
|
|
2019
Q3 | $577K | Sell |
15,235
-111
| -0.7% | -$4.2K | 0.01% | 1408 |
|
|
2019
Q2 | $569K | Buy |
15,346
+281
| +2% | +$10.4K | 0.01% | 1344 |
|
|
2019
Q1 | $546K | Sell |
15,065
-331
| -2% | -$12K | 0.01% | 1429 |
|
|
2018
Q4 | $479K | Buy |
15,396
+1,773
| +13% | +$55.2K | 0.01% | 1349 |
|
|
2018
Q3 | $495K | Buy |
13,623
+51
| +0.4% | +$1.85K | ﹤0.01% | 1452 |
|
|
2018
Q2 | $494K | Sell |
13,572
-419
| -3% | -$15.3K | 0.01% | 1403 |
|
|
2018
Q1 | $493K | Sell |
13,991
-1,166
| -8% | -$41.1K | 0.01% | 1363 |
|
|
2017
Q4 | $527K | Sell |
15,157
-1,112
| -7% | -$38.7K | 0.01% | 1296 |
|
|
2017
Q3 | $604K | Buy |
16,269
+1,221
| +8% | +$45.3K | 0.01% | 1139 |
|
|
2017
Q2 | $590K | Buy |
15,048
+5,862
| +64% | +$230K | 0.01% | 1095 |
|
|
2017
Q1 | $388K | Buy |
9,186
+1,030
| +13% | +$43.5K | 0.01% | 1211 |
|
|
2016
Q4 | $377K | Sell |
8,156
-26
| -0.3% | -$1.2K | 0.01% | 1154 |
|
|
2016
Q3 | $308K | Buy |
8,182
+2,139
| +35% | +$80.5K | 0.01% | 1280 |
|
|
2016
Q2 | $227K | Buy |
6,043
+379
| +7% | +$14.2K | ﹤0.01% | 1320 |
|
|
2016
Q1 | $208K | Sell |
5,664
-236
| -4% | -$8.67K | ﹤0.01% | 1382 |
|
|
2015
Q4 | $218K | Buy |
5,900
+151
| +3% | +$5.58K | 0.01% | 1321 |
|
|
2015
Q3 | $218K | Buy |
5,749
+359
| +7% | +$13.6K | 0.01% | 1210 |
|
|
2015
Q2 | $217K | Buy |
+5,390
| New | +$217K | 0.01% | 1240 |
|