Coldstream Capital Management’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 | – | Sell |
-2,105
| Closed | -$73K | – | 3213 |
|
|
2025
Q1 | $73K | Buy |
+2,105
| New | +$73K | ﹤0.01% | 1505 |
|
|
2023
Q2 | – | Sell |
-6,290
| Closed | -$221K | – | 872 |
|
|
2023
Q1 | $221K | Sell |
6,290
-88
| -1% | -$3.1K | 0.01% | 746 |
|
|
2022
Q4 | $258K | Buy |
+6,378
| New | +$258K | 0.01% | 668 |
|
|
2022
Q2 | $232K | Sell |
6,616
-90
| -1% | -$3.16K | 0.01% | 673 |
|
|
2022
Q1 | $234K | Sell |
6,706
-53
| -0.8% | -$1.85K | 0.01% | 687 |
|
|
2021
Q4 | $245K | Buy |
+6,759
| New | +$245K | 0.01% | 703 |
|
|
2020
Q2 | – | Sell |
-29,262
| Closed | -$676K | – | 334 |
|
|
2020
Q1 | $676K | Buy |
29,262
+3,895
| +15% | +$90K | 0.07% | 143 |
|
|
2019
Q4 | $981K | Sell |
25,367
-737
| -3% | -$28.5K | 0.08% | 141 |
|
|
2019
Q3 | $988K | Sell |
26,104
-617
| -2% | -$23.4K | 0.08% | 146 |
|
|
2019
Q2 | $991K | Sell |
26,721
-430
| -2% | -$15.9K | 0.08% | 140 |
|
|
2019
Q1 | $984K | Buy |
+27,151
| New | +$984K | 0.09% | 140 |
|