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	-2,105	Closed	-$73K	–	3215
2025 Q1	$73K	Buy	+2,105	New	+$77.1K	﹤0.01%	1507
2023 Q2	–	Sell	-6,290	Closed	-$221K	–	873
2023 Q1	$221K	Sell	6,290 -88	-1%	-$3.45K	0.01%	747
2022 Q4	$258K	Buy	+6,378	New	+$259K	0.01%	669
2022 Q2	$232K	Sell	6,616 -90	-1%	-$3.16K	0.01%	673
2022 Q1	$234K	Sell	6,706 -53	-0.8%	-$1.93K	0.01%	687
2021 Q4	$245K	Buy	+6,759	New	+$249K	0.01%	703
2020 Q2	–	Sell	-29,262	Closed	-$676K	–	334
2020 Q1	$676K	Buy	29,262 +3,895	+15%	+$122K	0.07%	143
2019 Q4	$981K	Sell	25,367 -737	-3%	-$28.4K	0.08%	141
2019 Q3	$988K	Sell	26,104 -617	-2%	-$22.9K	0.08%	146
2019 Q2	$991K	Sell	26,721 -430	-2%	-$16.1K	0.08%	140
2019 Q1	$984K	Buy	+27,151	New	+$979K	0.09%	140