Engineers Gate Manager’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,248	Closed	-$278K	–	2579
2025 Q4	$278K	Buy	+7,248	New	+$270K	﹤0.01%	1670
2025 Q3	–	Sell	-19,700	Closed	-$718K	–	2550
2025 Q2	$718K	Buy	19,700 +12,000	+156%	+$421K	0.01%	1293
2025 Q1	$267K	Buy	+7,700	New	+$282K	﹤0.01%	1768
2024 Q1	–	Sell	-30,140	Closed	-$1.13M	–	2317
2023 Q4	$1.13M	Buy	30,140 +21,332	+242%	+$678K	0.03%	747
2023 Q3	$243K	Buy	+8,808	New	+$265K	0.01%	1415
2022 Q2	–	Sell	-12,983	Closed	-$453K	–	2276
2022 Q1	$453K	Buy	+12,983	New	+$472K	0.02%	1120
2021 Q4	–	Sell	-18,372	Closed	-$668K	–	2305
2021 Q3	$668K	Buy	+18,372	New	+$642K	0.04%	720
2020 Q4	–	Sell	-29,611	Closed	-$636K	–	1997
2020 Q3	$636K	Buy	+29,611	New	+$771K	0.03%	856
2017 Q4	–	Sell	-6,480	Closed	-$241K	–	875
2017 Q3	$241K	Buy	+6,480	New	+$228K	0.02%	632