D.A. Davidson & Co’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,843
| Closed | -$407K | – | 1441 |
|
|
2023
Q4 | $407K | Sell |
10,843
-99
| -0.9% | -$3.72K | ﹤0.01% | 1021 |
|
|
2023
Q3 | $302K | Buy |
10,942
+964
| +10% | +$26.6K | ﹤0.01% | 1083 |
|
|
2023
Q2 | $296K | Buy |
9,978
+394
| +4% | +$11.7K | ﹤0.01% | 1103 |
|
|
2023
Q1 | $337K | Buy |
9,584
+164
| +2% | +$5.77K | ﹤0.01% | 1035 |
|
|
2022
Q4 | $381K | Buy |
9,420
+217
| +2% | +$8.79K | ﹤0.01% | 943 |
|
|
2022
Q3 | $329K | Buy |
9,203
+64
| +0.7% | +$2.29K | ﹤0.01% | 970 |
|
|
2022
Q2 | $321K | Buy |
9,139
+127
| +1% | +$4.46K | ﹤0.01% | 987 |
|
|
2022
Q1 | $314K | Buy |
9,012
+284
| +3% | +$9.9K | ﹤0.01% | 1059 |
|
|
2021
Q4 | $317K | Buy |
+8,728
| New | +$317K | ﹤0.01% | 1034 |
|
|
2017
Q3 | – | Sell |
-620
| Closed | -$24K | – | 1937 |
|
|
2017
Q2 | $24K | Hold |
620
| – | – | ﹤0.01% | 1778 |
|
|
2017
Q1 | $26K | Hold |
620
| – | – | ﹤0.01% | 1755 |
|
|
2016
Q4 | $28K | Sell |
620
-900
| -59% | -$40.6K | ﹤0.01% | 1821 |
|
|
2016
Q3 | $57K | Buy |
1,520
+1,428
| +1,552% | +$53.6K | ﹤0.01% | 1465 |
|
|
2016
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 2219 |
|
|
2016
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 2123 |
|
|
2015
Q4 | $3K | Hold |
92
| – | – | ﹤0.01% | 2096 |
|
|
2015
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 2077 |
|
|
2015
Q2 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 2083 |
|
|
2014
Q3 | – | Sell |
-1,055
| Closed | -$34K | – | 2179 |
|
|
2014
Q2 | $34K | Buy |
1,055
+11
| +1% | +$355 | ﹤0.01% | 1526 |
|
|
2014
Q1 | $31K | Buy |
1,044
+10
| +1% | +$297 | ﹤0.01% | 1537 |
|
|
2013
Q4 | $32K | Buy |
+1,034
| New | +$32K | ﹤0.01% | 1444 |
|