CI Investments Inc’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 | $78K | Sell |
2,152
-492
| -19% | -$17.8K | ﹤0.01% | 950 |
|
|
2025
Q1 | $92K | Buy |
2,644
+49
| +2% | +$1.71K | ﹤0.01% | 932 |
|
|
2024
Q4 | $97K | Buy |
2,595
+7
| +0.3% | +$262 | ﹤0.01% | 941 |
|
|
2024
Q3 | $96K | Sell |
2,588
-766
| -23% | -$28.4K | ﹤0.01% | 857 |
|
|
2024
Q2 | $109K | Buy |
3,354
+1,154
| +52% | +$37.5K | ﹤0.01% | 789 |
|
|
2024
Q1 | $79K | Buy |
2,200
+410
| +23% | +$14.7K | ﹤0.01% | 936 |
|
|
2023
Q4 | $67K | Buy |
1,790
+321
| +22% | +$12K | ﹤0.01% | 917 |
|
|
2023
Q3 | $41K | Buy |
1,469
+6
| +0.4% | +$167 | ﹤0.01% | 1010 |
|
|
2023
Q2 | $43K | Buy |
1,463
+111
| +8% | +$3.26K | ﹤0.01% | 978 |
|
|
2023
Q1 | $48K | Buy |
1,352
+106
| +9% | +$3.76K | ﹤0.01% | 909 |
|
|
2022
Q4 | $50K | Sell |
1,246
-284
| -19% | -$11.4K | ﹤0.01% | 927 |
|
|
2022
Q3 | $55K | Sell |
1,530
-78
| -5% | -$2.8K | ﹤0.01% | 808 |
|
|
2022
Q2 | $56K | Sell |
1,608
-1,250
| -44% | -$43.5K | ﹤0.01% | 814 |
|
|
2022
Q1 | $100K | Hold |
2,858
| – | – | ﹤0.01% | 857 |
|
|
2021
Q4 | $104K | Sell |
2,858
-858
| -23% | -$31.2K | ﹤0.01% | 892 |
|
|
2021
Q3 | $135K | Buy |
3,716
+167
| +5% | +$6.07K | ﹤0.01% | 800 |
|
|
2021
Q2 | $130K | Buy |
3,549
+1,353
| +62% | +$49.6K | ﹤0.01% | 820 |
|
|
2021
Q1 | $85K | Buy |
2,196
+35
| +2% | +$1.36K | ﹤0.01% | 802 |
|
|
2020
Q4 | $70K | Buy |
2,161
+903
| +72% | +$29.3K | ﹤0.01% | 788 |
|
|
2020
Q3 | $27K | Buy |
+1,258
| New | +$27K | ﹤0.01% | 815 |
|