CAPTRUST Financial 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 | $2.88M | Buy |
78,980
+4,509
| +6% | +$164K | 0.01% | 813 |
|
|
2025
Q1 | $2.58M | Buy |
74,471
+816
| +1% | +$28.3K | 0.01% | 800 |
|
|
2024
Q4 | $2.77M | Buy |
73,655
+510
| +0.7% | +$19.2K | 0.01% | 748 |
|
|
2024
Q3 | $2.71M | Buy |
73,145
+7,282
| +11% | +$270K | 0.01% | 737 |
|
|
2024
Q2 | $2.14M | Sell |
65,863
-1,384
| -2% | -$44.9K | 0.01% | 791 |
|
|
2024
Q1 | $2.41M | Sell |
67,247
-16,671
| -20% | -$597K | 0.01% | 728 |
|
|
2023
Q4 | $3.15M | Buy |
83,918
+11,829
| +16% | +$444K | 0.01% | 728 |
|
|
2023
Q3 | $1.99M | Buy |
72,089
+14,719
| +26% | +$406K | 0.01% | 860 |
|
|
2023
Q2 | $1.7M | Sell |
57,370
-3,056
| -5% | -$90.7K | 0.01% | 900 |
|
|
2023
Q1 | $2.13M | Buy |
60,426
+1,675
| +3% | +$59K | 0.01% | 725 |
|
|
2022
Q4 | $2.38M | Buy |
58,751
+3,743
| +7% | +$152K | 0.01% | 654 |
|
|
2022
Q3 | $1.97M | Sell |
55,008
-4,143
| -7% | -$148K | 0.01% | 679 |
|
|
2022
Q2 | $2.1M | Buy |
59,151
+603
| +1% | +$21.4K | 0.01% | 587 |
|
|
2022
Q1 | $2.07M | Sell |
58,548
-10,555
| -15% | -$372K | 0.01% | 589 |
|
|
2021
Q4 | $2.53M | Buy |
69,103
+2,399
| +4% | +$87.9K | 0.02% | 508 |
|
|
2021
Q3 | $2.45M | Buy |
66,704
+58,091
| +674% | +$2.13M | 0.02% | 475 |
|
|
2021
Q2 | $317K | Buy |
8,613
+113
| +1% | +$4.16K | ﹤0.01% | 1242 |
|
|
2021
Q1 | $329K | Buy |
8,500
+4,086
| +93% | +$158K | ﹤0.01% | 1181 |
|
|
2020
Q4 | $145K | Buy |
4,414
+155
| +4% | +$5.09K | ﹤0.01% | 1336 |
|
|
2020
Q3 | $95K | Buy |
4,259
+1,129
| +36% | +$25.2K | ﹤0.01% | 1363 |
|
|
2020
Q2 | $83K | Buy |
+3,130
| New | +$83K | ﹤0.01% | 1415 |
|
|
2019
Q4 | – | Sell |
-3,907
| Closed | -$149K | – | 1763 |
|
|
2019
Q3 | $149K | Sell |
3,907
-15
| -0.4% | -$572 | 0.01% | 641 |
|
|
2019
Q2 | $147K | Buy |
3,922
+792
| +25% | +$29.7K | 0.01% | 631 |
|
|
2019
Q1 | $114K | Sell |
3,130
-429
| -12% | -$15.6K | ﹤0.01% | 653 |
|
|
2018
Q4 | $112K | Hold |
3,559
| – | – | 0.01% | 554 |
|
|
2018
Q3 | $131K | Buy |
3,559
+3,231
| +985% | +$119K | 0.01% | 522 |
|
|
2018
Q2 | $12K | Hold |
328
| – | – | ﹤0.01% | 1126 |
|
|
2018
Q1 | $11K | Sell |
328
-308
| -48% | -$10.3K | ﹤0.01% | 1008 |
|
|
2017
Q4 | $22K | Buy |
+636
| New | +$22K | ﹤0.01% | 763 |
|