Charles Schwab’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $341K | Hold |
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|
2019
Q3 | $297K | Hold |
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|
2019
Q2 | $348K | Buy |
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|
2019
Q1 | $394K | Hold |
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|
2018
Q4 | $416K | Hold |
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|
2018
Q3 | $463K | Buy |
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|
2018
Q2 | $390K | Buy |
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|
2018
Q1 | $300K | Hold |
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|
2017
Q4 | $313K | Hold |
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|
2017
Q3 | $286K | Hold |
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|
2017
Q2 | $281K | Hold |
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|
2017
Q1 | $254K | Hold |
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|
2016
Q4 | $269K | Hold |
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|
2016
Q3 | $201K | Hold |
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|
2016
Q2 | $215K | Buy |
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