Cary Street Partners Investment Advisory’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,519
| Closed | -$205K | – | 746 |
|
|
2024
Q3 | $205K | Buy |
+5,519
| New | +$205K | 0.01% | 728 |
|
|
2024
Q2 | – | Sell |
-5,949
| Closed | -$213K | – | 765 |
|
|
2024
Q1 | $213K | Sell |
5,949
-573
| -9% | -$20.5K | 0.01% | 663 |
|
|
2023
Q4 | $245K | Hold |
6,522
| – | – | 0.01% | 567 |
|
|
2023
Q3 | $180K | Hold |
6,522
| – | – | 0.01% | 580 |
|
|
2023
Q2 | $194K | Hold |
6,522
| – | – | 0.01% | 515 |
|
|
2023
Q1 | $230K | Buy |
6,522
+1,870
| +40% | +$65.8K | 0.02% | 450 |
|
|
2022
Q4 | $188K | Buy |
+4,652
| New | +$188K | 0.01% | 482 |
|
|
2022
Q3 | – | Sell |
-8,352
| Closed | -$293K | – | 568 |
|
|
2022
Q2 | $293K | Buy |
8,352
+1,905
| +30% | +$66.8K | 0.02% | 363 |
|
|
2022
Q1 | $226K | Hold |
6,447
| – | – | 0.06% | 250 |
|
|
2021
Q4 | $234K | Buy |
+6,447
| New | +$234K | 0.06% | 235 |
|
|
2021
Q1 | – | Sell |
-10,869
| Closed | -$352K | – | 412 |
|
|
2020
Q4 | $352K | Buy |
+10,869
| New | +$352K | 0.07% | 230 |
|