Creative Planning’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.71M | Buy |
65,444
+7,809
| +14% | +$325K | ﹤0.01% | 1668 |
|
|
2025
Q4 | $2.21M | Buy |
57,635
+3,381
| +6% | +$126K | ﹤0.01% | 1649 |
|
|
2025
Q3 | $2.02M | Buy |
54,254
+1,909
| +4% | +$71.2K | ﹤0.01% | 1540 |
|
|
2025
Q2 | $1.91M | Buy |
52,345
+112
| +0.2% | +$3.93K | ﹤0.01% | 1354 |
|
|
2025
Q1 | $1.81M | Sell |
52,233
-196
| -0.4% | -$7.18K | ﹤0.01% | 1245 |
|
|
2024
Q4 | $1.97M | Buy |
52,429
+810
| +2% | +$31.9K | ﹤0.01% | 1143 |
|
|
2024
Q3 | $1.92M | Buy |
51,619
+160
| +0.3% | +$5.84K | ﹤0.01% | 1083 |
|
|
2024
Q2 | $1.67M | Sell |
51,459
-404
| -0.8% | -$13.4K | ﹤0.01% | 1084 |
|
|
2024
Q1 | $1.86M | Sell |
51,863
-25,994
| -33% | -$919K | ﹤0.01% | 990 |
|
|
2023
Q4 | $2.92M | Buy |
77,857
+1,275
| +2% | +$40.5K | 0.01% | 752 |
|
|
2023
Q3 | $2.11M | Buy |
76,582
+2,287
| +3% | +$68.9K | ﹤0.01% | 830 |
|
|
2023
Q2 | $2.2M | Sell |
74,295
-3,725
| -5% | -$117K | ﹤0.01% | 773 |
|
|
2023
Q1 | $2.75M | Buy |
78,020
+323
| +0.4% | +$12.7K | ﹤0.01% | 680 |
|
|
2022
Q4 | $3.15M | Buy |
77,697
+2,759
| +4% | +$112K | ﹤0.01% | 599 |
|
|
2022
Q3 | $2.68M | Buy |
74,938
+237
| +0.3% | +$8.83K | ﹤0.01% | 603 |
|
|
2022
Q2 | $2.62M | Buy |
74,701
+6,048
| +9% | +$212K | ﹤0.01% | 624 |
|
|
2022
Q1 | $2.4M | Buy |
68,653
+3,163
| +5% | +$115K | ﹤0.01% | 662 |
|
|
2021
Q4 | $2.38M | Sell |
65,490
-41,039
| -39% | -$1.51M | ﹤0.01% | 638 |
|
|
2021
Q3 | $3.88M | Sell |
106,529
-40,062
| -27% | -$1.4M | 0.01% | 485 |
|
|
2021
Q2 | $5.35M | Buy |
146,591
+52,942
| +57% | +$2.08M | 0.01% | 394 |
|
|
2021
Q1 | $3.61M | Buy |
93,649
+3
| +0% | +$110 | 0.01% | 502 |
|
|
2020
Q4 | $3.03M | Buy |
93,646
+3
| +0% | +$85 | 0.01% | 512 |
|
|
2020
Q3 | $2.01M | Buy |
93,643
+200
| +0.2% | +$5.21K | 0.01% | 560 |
|
|
2020
Q2 | $2.58M | Hold |
93,443
| – | – | 0.01% | 417 |
|
|
2020
Q1 | $2.16M | Sell |
93,443
-167
| -0.2% | -$5.24K | 0.01% | 411 |
|
|
2019
Q4 | $3.62M | Sell |
93,610
-497
| -0.5% | -$19.2K | 0.01% | 362 |
|
|
2019
Q3 | $3.56M | Sell |
94,107
-2,303
| -2% | -$85.3K | 0.01% | 355 |
|
|
2019
Q2 | $3.58M | Sell |
96,410
-249
| -0.3% | -$9.35K | 0.01% | 350 |
|
|
2019
Q1 | $3.5M | Buy |
96,659
+28
| +0% | +$1.01K | 0.01% | 335 |
|
|
2018
Q4 | $3.01M | Sell |
96,631
-552
| -0.6% | -$18.6K | 0.01% | 342 |
|
|
2018
Q3 | $3.53M | Buy |
97,183
+818
| +0.8% | +$31K | 0.01% | 341 |
|
|
2018
Q2 | $3.51M | Sell |
96,365
-2
| -0% | -$72 | 0.01% | 338 |
|
|
2018
Q1 | $3.4M | Buy |
96,367
+94
| +0.1% | +$3.4K | 0.01% | 332 |
|
|
2017
Q4 | $3.35M | Sell |
96,273
-12,257
| -11% | -$442K | 0.01% | 329 |
|
|
2017
Q3 | $4.03M | Buy |
108,530
+1,006
| +0.9% | +$35.4K | 0.02% | 278 |
|
|
2017
Q2 | $4.21M | Buy |
107,524
+2,357
| +2% | +$93.6K | 0.02% | 257 |
|
|
2017
Q1 | $4.44M | Buy |
105,167
+11,461
| +12% | +$505K | 0.02% | 225 |
|
|
2016
Q4 | $4.33M | Buy |
93,706
+260
| +0.3% | +$11K | 0.03% | 230 |
|
|
2016
Q3 | $3.52M | Buy |
93,446
+71,709
| +330% | +$2.75M | 0.02% | 253 |
|
|
2016
Q2 | $815K | Buy |
21,737
+20,437
| +1,572% | +$771K | 0.01% | 576 |
|
|
2016
Q1 | $48K | Hold |
1,300
| – | – | ﹤0.01% | 2137 |
|
|
2015
Q4 | $48K | Buy |
1,300
+1,000
| +333% | +$39.5K | ﹤0.01% | 2157 |
|
|
2015
Q3 | $11K | Buy |
+300
| New | +$11.8K | ﹤0.01% | 3164 |
|
|
2015
Q2 | – | Sell |
-370
| Closed | -$14K | – | 2898 |
|
|
2015
Q1 | $14K | Buy |
370
+70
| +23% | +$2.56K | ﹤0.01% | 2991 |
|
|
2014
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 3072 |
|
|
2014
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 3017 |
|
|
2014
Q2 | $10K | Sell |
300
-70
| -19% | -$2.13K | ﹤0.01% | 2883 |
|
|
2014
Q1 | $11K | Sell |
370
-20
| -5% | -$600 | ﹤0.01% | 2719 |
|
|
2013
Q4 | $12K | Sell |
390
-510
| -57% | -$15.6K | ﹤0.01% | 2484 |
|
|
2013
Q3 | $26K | Hold |
900
| – | – | ﹤0.01% | 1942 |
|
|
2013
Q2 | $24K | Buy |
+900
| New | +$23.2K | ﹤0.01% | 1827 |
|
Other funds holding UBSI
VPM
VCM
