D.A. Davidson & Co’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
Q3 | $252K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $302K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $317K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $28K | Sell |
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|
2016
Q3 | $57K | Buy |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Hold |
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|
2015
Q4 | $3K | Hold |
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|
2015
Q3 | $3K | Hold |
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|
2015
Q2 | $3K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $34K | Buy |
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|
2014
Q1 | $31K | Buy |
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|
2013
Q4 | $32K | Buy |
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