Commonwealth Financial Services’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 | $218K | Sell |
5,993
-2,352
| -28% | -$85.7K | 0.04% | 193 |
|
|
2025
Q1 | $289K | Sell |
8,345
-243
| -3% | -$8.43K | 0.06% | 152 |
|
|
2024
Q4 | $322K | Sell |
8,588
-647
| -7% | -$24.3K | 0.06% | 140 |
|
|
2024
Q3 | $333K | Sell |
9,235
-15,014
| -62% | -$541K | 0.07% | 135 |
|
|
2024
Q2 | $770K | Buy |
24,249
+1,921
| +9% | +$61K | 0.16% | 76 |
|
|
2024
Q1 | $838K | Hold |
22,328
| – | – | 0.2% | 71 |
|
|
2023
Q4 | $838K | Sell |
22,328
-699
| -3% | -$26.2K | 0.2% | 70 |
|
|
2023
Q3 | $635K | Buy |
+23,027
| New | +$635K | 0.19% | 81 |
|
|
2017
Q1 | $7K | Hold |
164
| – | – | 0.01% | 220 |
|
|
2016
Q4 | $7K | Hold |
164
| – | – | 0.01% | 196 |
|
|
2016
Q3 | $6K | Hold |
164
| – | – | 0.01% | 198 |
|
|
2016
Q2 | $6K | Buy |
164
+64
| +64% | +$2.34K | 0.01% | 204 |
|
|
2016
Q1 | $4K | Sell |
100
-153
| -60% | -$6.12K | 0.01% | 197 |
|
|
2015
Q4 | $9K | Sell |
253
-198
| -44% | -$7.04K | 0.03% | 163 |
|
|
2015
Q3 | $17K | Hold |
451
| – | – | 0.02% | 129 |
|
|
2015
Q2 | $18K | Hold |
451
| – | – | 0.02% | 139 |
|
|
2015
Q1 | $17K | Hold |
451
| – | – | 0.01% | 148 |
|
|
2014
Q4 | $17K | Buy |
+451
| New | +$17K | 0.02% | 139 |
|