Crossmark Global Holdings’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 | $285K | Buy |
7,818
+105
| +1% | +$3.83K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $267K | Sell |
7,713
-97
| -1% | -$3.36K | ﹤0.01% | 1140 |
|
|
2024
Q4 | $293K | Sell |
7,810
-10
| -0.1% | -$375 | 0.01% | 1050 |
|
|
2024
Q3 | $290K | Buy |
7,820
+13
| +0.2% | +$482 | 0.01% | 1098 |
|
|
2024
Q2 | $253K | Sell |
7,807
-937
| -11% | -$30.4K | ﹤0.01% | 1134 |
|
|
2024
Q1 | $313K | Sell |
8,744
-378
| -4% | -$13.5K | 0.01% | 1076 |
|
|
2023
Q4 | $343K | Sell |
9,122
-654
| -7% | -$24.6K | 0.01% | 1003 |
|
|
2023
Q3 | $272K | Sell |
9,776
-60
| -0.6% | -$1.67K | 0.01% | 1064 |
|
|
2023
Q2 | $325K | Sell |
9,836
-848
| -8% | -$28K | 0.01% | 1037 |
|
|
2023
Q1 | $376K | Sell |
10,684
-20
| -0.2% | -$704 | 0.01% | 944 |
|
|
2022
Q4 | $433K | Sell |
10,704
-283
| -3% | -$11.4K | 0.01% | 853 |
|
|
2022
Q3 | $393K | Sell |
10,987
-483
| -4% | -$17.3K | 0.01% | 873 |
|
|
2022
Q2 | $402K | Sell |
11,470
-10
| -0.1% | -$350 | 0.01% | 912 |
|
|
2022
Q1 | $401K | Buy |
11,480
+810
| +8% | +$28.3K | 0.01% | 1012 |
|
|
2021
Q4 | $387K | Buy |
10,670
+813
| +8% | +$29.5K | 0.01% | 1020 |
|
|
2021
Q3 | $359K | Hold |
9,857
| – | – | 0.01% | 1090 |
|
|
2021
Q2 | $360K | Sell |
9,857
-61
| -0.6% | -$2.23K | 0.01% | 1086 |
|
|
2021
Q1 | $383K | Buy |
9,918
+1,170
| +13% | +$45.2K | 0.01% | 1044 |
|
|
2020
Q4 | $283K | Buy |
+8,748
| New | +$283K | 0.01% | 1130 |
|
|
2020
Q3 | – | Sell |
-9,197
| Closed | -$254K | – | 1367 |
|
|
2020
Q2 | $254K | Buy |
9,197
+237
| +3% | +$6.55K | 0.01% | 1105 |
|
|
2020
Q1 | $207K | Hold |
8,960
| – | – | 0.01% | 1044 |
|
|
2019
Q4 | $346K | Buy |
8,960
+53
| +0.6% | +$2.05K | 0.01% | 1027 |
|
|
2019
Q3 | $337K | Sell |
8,907
-417
| -4% | -$15.8K | 0.01% | 1000 |
|
|
2019
Q2 | $346K | Sell |
9,324
-682
| -7% | -$25.3K | 0.01% | 1019 |
|
|
2019
Q1 | $363K | Sell |
10,006
-160
| -2% | -$5.81K | 0.01% | 1015 |
|
|
2018
Q4 | $316K | Sell |
10,166
-800
| -7% | -$24.9K | 0.01% | 1049 |
|
|
2018
Q3 | $399K | Buy |
10,966
+534
| +5% | +$19.4K | 0.01% | 1122 |
|
|
2018
Q2 | $380K | Buy |
10,432
+166
| +2% | +$6.05K | 0.01% | 1137 |
|
|
2018
Q1 | $362K | Sell |
10,266
-452
| -4% | -$15.9K | 0.01% | 1136 |
|
|
2017
Q4 | $372K | Buy |
10,718
+712
| +7% | +$24.7K | 0.01% | 1222 |
|
|
2017
Q3 | $372K | Buy |
+10,006
| New | +$372K | 0.01% | 1164 |
|
|
2016
Q3 | $372K | Buy |
+10,006
| New | +$372K | 0.01% | 1164 |
|