Campbell Newman Asset Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-39,263
| Closed | -$1.38M | – | 111 |
|
2023
Q1 | $1.38M | Buy |
39,263
+362
| +0.9% | +$12.7K | 0.13% | 71 |
|
2022
Q4 | $1.58M | Buy |
38,901
+1,243
| +3% | +$50.3K | 0.16% | 62 |
|
2022
Q3 | $1.35M | Buy |
37,658
+904
| +2% | +$32.3K | 0.15% | 62 |
|
2022
Q2 | $1.29M | Buy |
36,754
+1,617
| +5% | +$56.7K | 0.14% | 64 |
|
2022
Q1 | $1.23M | Buy |
35,137
+681
| +2% | +$23.8K | 0.12% | 74 |
|
2021
Q4 | $1.25M | Buy |
34,456
+928
| +3% | +$33.7K | 0.11% | 76 |
|
2021
Q3 | $1.22M | Buy |
33,528
+1,646
| +5% | +$59.9K | 0.12% | 74 |
|
2021
Q2 | $1.16M | Buy |
31,882
+1,776
| +6% | +$64.8K | 0.11% | 79 |
|
2021
Q1 | $1.16M | Buy |
30,106
+13,325
| +79% | +$514K | 0.12% | 80 |
|
2020
Q4 | $544K | Buy |
16,781
+1,353
| +9% | +$43.9K | 0.06% | 105 |
|
2020
Q3 | $331K | Buy |
15,428
+307
| +2% | +$6.59K | 0.04% | 115 |
|
2020
Q2 | $418K | Buy |
+15,121
| New | +$418K | 0.06% | 105 |
|