Edgemoor Investment Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,229
| Closed | -$617K | – | 171 |
|
|
2022
Q4 | $617K | Buy |
+15,229
| New | +$617K | 0.08% | 103 |
|
|
2019
Q4 | – | Sell |
-6,511
| Closed | -$247K | – | 135 |
|
|
2019
Q3 | $247K | Hold |
6,511
| – | – | 0.03% | 119 |
|
|
2019
Q2 | $241K | Hold |
6,511
| – | – | 0.03% | 125 |
|
|
2019
Q1 | $236K | Hold |
6,511
| – | – | 0.03% | 127 |
|
|
2018
Q4 | $203K | Hold |
6,511
| – | – | 0.03% | 126 |
|
|
2018
Q3 | $237K | Hold |
6,511
| – | – | 0.03% | 125 |
|
|
2018
Q2 | $237K | Hold |
6,511
| – | – | 0.03% | 123 |
|
|
2018
Q1 | $230K | Hold |
6,511
| – | – | 0.03% | 130 |
|
|
2017
Q4 | $238K | Sell |
6,511
-29,201
| -82% | -$1.07M | 0.03% | 129 |
|
|
2017
Q3 | $1.33M | Hold |
35,712
| – | – | 0.18% | 77 |
|
|
2017
Q2 | $1.4M | Buy |
+35,712
| New | +$1.4M | 0.19% | 79 |
|
|
2016
Q4 | – | Sell |
-11,702
| Closed | -$441K | – | 121 |
|
|
2016
Q3 | $441K | Buy |
+11,702
| New | +$441K | 0.07% | 94 |
|
|
2016
Q1 | – | Sell |
-26,674
| Closed | -$987K | – | 137 |
|
|
2015
Q4 | $987K | Hold |
26,674
| – | – | 0.15% | 86 |
|
|
2015
Q3 | $1.01M | Hold |
26,674
| – | – | 0.15% | 86 |
|
|
2015
Q2 | $1.07M | Hold |
26,674
| – | – | 0.16% | 83 |
|
|
2015
Q1 | $1M | Hold |
26,674
| – | – | 0.14% | 83 |
|
|
2014
Q4 | $999K | Buy |
+26,674
| New | +$999K | 0.15% | 80 |
|