Charles Schwab’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 | $62.4M | Sell |
1,713,149
-20,339
| -1% | -$741K | 0.01% | 958 |
|
|
2025
Q1 | $60.1M | Buy |
1,733,488
+22,900
| +1% | +$794K | 0.01% | 956 |
|
|
2024
Q4 | $64.2M | Buy |
1,710,588
+37,532
| +2% | +$1.41M | 0.01% | 949 |
|
|
2024
Q3 | $62.1M | Buy |
1,673,056
+83,503
| +5% | +$3.1M | 0.01% | 953 |
|
|
2024
Q2 | $51.6M | Buy |
1,589,553
+48,079
| +3% | +$1.56M | 0.01% | 1053 |
|
|
2024
Q1 | $55.2M | Buy |
1,541,474
+54,670
| +4% | +$1.96M | 0.01% | 971 |
|
|
2023
Q4 | $55.8M | Buy |
1,486,804
+60,465
| +4% | +$2.27M | 0.01% | 891 |
|
|
2023
Q3 | $39.4M | Buy |
1,426,339
+27,235
| +2% | +$751K | 0.01% | 1060 |
|
|
2023
Q2 | $41.5M | Buy |
1,399,104
+32,919
| +2% | +$977K | 0.01% | 985 |
|
|
2023
Q1 | $48.1M | Buy |
1,366,185
+14,094
| +1% | +$496K | 0.01% | 867 |
|
|
2022
Q4 | $54.7M | Buy |
1,352,091
+23,578
| +2% | +$955K | 0.02% | 751 |
|
|
2022
Q3 | $47.5M | Buy |
1,328,513
+77,811
| +6% | +$2.78M | 0.02% | 790 |
|
|
2022
Q2 | $43.9M | Buy |
1,250,702
+20,645
| +2% | +$724K | 0.02% | 835 |
|
|
2022
Q1 | $42.9M | Buy |
1,230,057
+52,921
| +4% | +$1.85M | 0.01% | 972 |
|
|
2021
Q4 | $42.7M | Buy |
1,177,136
+72,983
| +7% | +$2.65M | 0.01% | 1012 |
|
|
2021
Q3 | $40.2M | Sell |
1,104,153
-50,334
| -4% | -$1.83M | 0.01% | 1029 |
|
|
2021
Q2 | $42.1M | Buy |
1,154,487
+54,829
| +5% | +$2M | 0.01% | 991 |
|
|
2021
Q1 | $42.4M | Buy |
1,099,658
+23,357
| +2% | +$901K | 0.02% | 955 |
|
|
2020
Q4 | $34.9M | Buy |
1,076,301
+24,106
| +2% | +$781K | 0.01% | 1008 |
|
|
2020
Q3 | $22.6M | Buy |
1,052,195
+3,617
| +0.3% | +$77.7K | 0.01% | 1123 |
|
|
2020
Q2 | $29M | Buy |
1,048,578
+194,185
| +23% | +$5.37M | 0.01% | 922 |
|
|
2020
Q1 | $19.7M | Buy |
854,393
+42,456
| +5% | +$980K | 0.01% | 1025 |
|
|
2019
Q4 | $31.4M | Buy |
811,937
+16,985
| +2% | +$657K | 0.02% | 917 |
|
|
2019
Q3 | $30.1M | Buy |
794,952
+29,523
| +4% | +$1.12M | 0.02% | 891 |
|
|
2019
Q2 | $28.4M | Buy |
765,429
+7,682
| +1% | +$285K | 0.02% | 905 |
|
|
2019
Q1 | $27.5M | Buy |
757,747
+33,349
| +5% | +$1.21M | 0.02% | 912 |
|
|
2018
Q4 | $22.5M | Sell |
724,398
-1,865
| -0.3% | -$58K | 0.02% | 922 |
|
|
2018
Q3 | $26.4M | Buy |
726,263
+25,698
| +4% | +$934K | 0.02% | 963 |
|
|
2018
Q2 | $25.5M | Buy |
700,565
+57,946
| +9% | +$2.11M | 0.02% | 907 |
|
|
2018
Q1 | $22.7M | Buy |
642,619
+41,536
| +7% | +$1.46M | 0.02% | 914 |
|
|
2017
Q4 | $20.9M | Buy |
601,083
+36,496
| +6% | +$1.27M | 0.02% | 946 |
|
|
2017
Q3 | $21M | Buy |
564,587
+26,406
| +5% | +$981K | 0.02% | 887 |
|
|
2017
Q2 | $21.1M | Buy |
538,181
+144,527
| +37% | +$5.67M | 0.02% | 817 |
|
|
2017
Q1 | $16.6M | Buy |
393,654
+65,406
| +20% | +$2.76M | 0.02% | 944 |
|
|
2016
Q4 | $15.2M | Buy |
328,248
+38,874
| +13% | +$1.8M | 0.02% | 946 |
|
|
2016
Q3 | $10.9M | Buy |
289,374
+19,111
| +7% | +$720K | 0.01% | 1104 |
|
|
2016
Q2 | $10.1M | Buy |
270,263
+4,057
| +2% | +$152K | 0.01% | 1055 |
|
|
2016
Q1 | $9.77M | Buy |
266,206
+1,174
| +0.4% | +$43.1K | 0.01% | 1068 |
|
|
2015
Q4 | $9.8M | Buy |
265,032
+13,931
| +6% | +$515K | 0.01% | 1044 |
|
|
2015
Q3 | $9.54M | Buy |
251,101
+9,253
| +4% | +$352K | 0.01% | 1026 |
|
|
2015
Q2 | $9.73M | Buy |
241,848
+11,799
| +5% | +$475K | 0.01% | 1051 |
|
|
2015
Q1 | $8.65M | Buy |
230,049
+15,313
| +7% | +$576K | 0.01% | 1101 |
|
|
2014
Q4 | $8.04M | Buy |
214,736
+6,961
| +3% | +$261K | 0.01% | 1053 |
|
|
2014
Q3 | $6.43M | Sell |
207,775
-561
| -0.3% | -$17.4K | 0.01% | 1154 |
|
|
2014
Q2 | $6.74M | Buy |
208,336
+7,575
| +4% | +$245K | 0.01% | 1153 |
|
|
2014
Q1 | $6.15M | Buy |
200,761
+55,411
| +38% | +$1.7M | 0.01% | 1166 |
|
|
2013
Q4 | $4.57M | Buy |
145,350
+5,887
| +4% | +$185K | 0.01% | 1335 |
|
|
2013
Q3 | $4.12M | Buy |
139,463
+6,647
| +5% | +$196K | 0.01% | 1324 |
|
|
2013
Q2 | $3.58M | Buy |
+132,816
| New | +$3.58M | 0.01% | 1329 |
|