Dimensional Fund Advisors’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $876K | Buy |
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|
2024
Q2 | $664K | Buy |
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|
2024
Q1 | $854K | Hold |
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|
2023
Q4 | $859K | Hold |
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|
2023
Q3 | $627K | Hold |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $683 | Sell |
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|
2022
Q3 | $663K | Hold |
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|
2022
Q2 | $766K | Buy |
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|
2022
Q1 | $896K | Hold |
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|
2021
Q4 | $846K | Sell |
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|
2021
Q3 | $942K | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $853K | Hold |
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|
2020
Q4 | $731K | Hold |
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|
2020
Q3 | $576K | Hold |
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|
2020
Q2 | $532K | Hold |
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|
2020
Q1 | $639K | Hold |
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|
2019
Q4 | $1.03M | Hold |
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|
2019
Q3 | $897K | Hold |
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|
2019
Q2 | $1.05M | Hold |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $1.33M | Sell |
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|
2018
Q3 | $1.49M | Hold |
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|
2018
Q2 | $1.45M | Hold |
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|
2018
Q1 | $1.42M | Hold |
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|
2017
Q4 | $1.48M | Sell |
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|
2017
Q3 | $1.37M | Hold |
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|
2017
Q2 | $1.35M | Hold |
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|
2017
Q1 | $1.22M | Hold |
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|
2016
Q4 | $1.29M | Hold |
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|
2016
Q3 | $967K | Sell |
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|
2016
Q2 | $1.04M | Sell |
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|
2016
Q1 | $834K | Sell |
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|
2015
Q4 | $820K | Hold |
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|
2015
Q3 | $778K | Hold |
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|
2015
Q2 | $768K | Buy |
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|
2015
Q1 | $727K | Hold |
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|
2014
Q4 | $689K | Buy |
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|
2014
Q3 | $689K | Hold |
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|
2014
Q2 | $704K | Hold |
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|
2014
Q1 | $670K | Hold |
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|
2013
Q4 | $653K | Buy |
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|
2013
Q3 | $582K | Buy |
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|
2013
Q2 | $592K | Buy |
|