Coldstream Capital Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $73K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $245K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $676K | Buy |
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|
2019
Q4 | $981K | Sell |
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|
2019
Q3 | $988K | Sell |
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|
2019
Q2 | $991K | Sell |
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|
2019
Q1 | $984K | Buy |
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