Dynamic Technology Lab’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
28,221
+6,741
| +31% | +$246K | 0.14% | 233 |
|
|
2025
Q1 | $745K | Sell |
21,480
-14,153
| -40% | -$491K | 0.11% | 310 |
|
|
2024
Q4 | $1.34M | Buy |
35,633
+28,416
| +394% | +$1.07M | 0.22% | 119 |
|
|
2024
Q3 | $268K | Buy |
+7,217
| New | +$268K | 0.03% | 785 |
|
|
2022
Q4 | – | Sell |
-12,080
| Closed | -$431K | – | 1541 |
|
|
2022
Q3 | $431K | Buy |
+12,080
| New | +$431K | 0.04% | 689 |
|
|
2021
Q2 | – | Sell |
-5,481
| Closed | -$211K | – | 1551 |
|
|
2021
Q1 | $211K | Buy |
+5,481
| New | +$211K | 0.02% | 929 |
|
|
2020
Q4 | – | Sell |
-51,856
| Closed | -$1.11M | – | 1371 |
|
|
2020
Q3 | $1.11M | Buy |
+51,856
| New | +$1.11M | 0.18% | 163 |
|
|
2020
Q2 | – | Sell |
-17,167
| Closed | -$396K | – | 1356 |
|
|
2020
Q1 | $396K | Buy |
+17,167
| New | +$396K | 0.08% | 460 |
|
|
2019
Q3 | – | Sell |
-18,203
| Closed | -$675K | – | 1305 |
|
|
2019
Q2 | $675K | Buy |
+18,203
| New | +$675K | 0.11% | 303 |
|
|
2018
Q2 | – | Sell |
-20,013
| Closed | -$705K | – | 1332 |
|
|
2018
Q1 | $705K | Buy |
20,013
+10,801
| +117% | +$380K | 0.11% | 340 |
|
|
2017
Q4 | $320K | Buy |
+9,212
| New | +$320K | 0.06% | 659 |
|
|
2016
Q2 | – | Sell |
-14,925
| Closed | -$548K | – | 1166 |
|
|
2016
Q1 | $548K | Sell |
14,925
-13,002
| -47% | -$477K | 0.15% | 222 |
|
|
2015
Q4 | $1.03M | Buy |
+27,927
| New | +$1.03M | 0.31% | 15 |
|
|
2015
Q3 | – | Sell |
-16,850
| Closed | -$678K | – | 1050 |
|
|
2015
Q2 | $678K | Buy |
+16,850
| New | +$678K | 0.24% | 79 |
|
|
2014
Q2 | – | Sell |
-13,788
| Closed | -$422K | – | 833 |
|
|
2014
Q1 | $422K | Buy |
13,788
+7,301
| +113% | +$223K | 0.25% | 96 |
|
|
2013
Q4 | $204K | Buy |
+6,487
| New | +$204K | 0.14% | 365 |
|