Envestnet Asset Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Buy |
258,466
+8,755
| +4% | +$319K | ﹤0.01% | 1774 |
|
|
2025
Q1 | $8.66M | Sell |
249,711
-11,241
| -4% | -$390K | ﹤0.01% | 1764 |
|
|
2024
Q4 | $9.8M | Buy |
260,952
+6,746
| +3% | +$253K | ﹤0.01% | 1657 |
|
|
2024
Q3 | $9.43M | Sell |
254,206
-1,997
| -0.8% | -$74.1K | ﹤0.01% | 1679 |
|
|
2024
Q2 | $8.31M | Buy |
256,203
+8,174
| +3% | +$265K | ﹤0.01% | 1676 |
|
|
2024
Q1 | $8.88M | Sell |
248,029
-4,179
| -2% | -$150K | ﹤0.01% | 1608 |
|
|
2023
Q4 | $9.47M | Buy |
252,208
+68,710
| +37% | +$2.58M | ﹤0.01% | 1475 |
|
|
2023
Q3 | $5.06M | Buy |
183,498
+77,317
| +73% | +$2.13M | ﹤0.01% | 1790 |
|
|
2023
Q2 | $3.15M | Buy |
106,181
+6,919
| +7% | +$205K | ﹤0.01% | 1984 |
|
|
2023
Q1 | $3.49M | Buy |
99,262
+3,251
| +3% | +$114K | ﹤0.01% | 1844 |
|
|
2022
Q4 | $3.89M | Buy |
96,011
+3,248
| +4% | +$132K | ﹤0.01% | 1742 |
|
|
2022
Q3 | $3.32M | Sell |
92,763
-9,219
| -9% | -$330K | ﹤0.01% | 1766 |
|
|
2022
Q2 | $3.58M | Buy |
101,982
+7,492
| +8% | +$263K | ﹤0.01% | 1720 |
|
|
2022
Q1 | $3.3M | Buy |
94,490
+9,215
| +11% | +$321K | ﹤0.01% | 1872 |
|
|
2021
Q4 | $3.09M | Sell |
85,275
-1,282
| -1% | -$46.5K | ﹤0.01% | 1884 |
|
|
2021
Q3 | $3.15M | Buy |
86,557
+8,969
| +12% | +$326K | ﹤0.01% | 1804 |
|
|
2021
Q2 | $2.83M | Buy |
77,588
+2,838
| +4% | +$104K | ﹤0.01% | 1844 |
|
|
2021
Q1 | $2.88M | Buy |
74,750
+5,190
| +7% | +$200K | ﹤0.01% | 1729 |
|
|
2020
Q4 | $2.25M | Sell |
69,560
-8,784
| -11% | -$285K | ﹤0.01% | 1690 |
|
|
2020
Q3 | $1.68M | Sell |
78,344
-13,845
| -15% | -$297K | ﹤0.01% | 1717 |
|
|
2020
Q2 | $2.55M | Buy |
92,189
+31,631
| +52% | +$875K | ﹤0.01% | 1441 |
|
|
2020
Q1 | $1.4M | Sell |
60,558
-63,916
| -51% | -$1.48M | ﹤0.01% | 1616 |
|
|
2019
Q4 | $4.81M | Sell |
124,474
-15,086
| -11% | -$583K | 0.01% | 1148 |
|
|
2019
Q3 | $5.29M | Buy |
139,560
+5,880
| +4% | +$223K | 0.01% | 1035 |
|
|
2019
Q2 | $4.96M | Sell |
133,680
-18,111
| -12% | -$672K | 0.01% | 1063 |
|
|
2019
Q1 | $5.5M | Buy |
151,791
+29,654
| +24% | +$1.07M | 0.01% | 951 |
|
|
2018
Q4 | $3.8M | Buy |
+122,137
| New | +$3.8M | 0.01% | 1020 |
|
|
2018
Q3 | – | Sell |
-44,704
| Closed | -$1.63M | – | 2535 |
|
|
2018
Q2 | $1.63M | Buy |
44,704
+307
| +0.7% | +$11.2K | ﹤0.01% | 877 |
|
|
2018
Q1 | $1.56M | Buy |
44,397
+23,029
| +108% | +$808K | ﹤0.01% | 788 |
|
|
2017
Q4 | $743K | Sell |
21,368
-318
| -1% | -$11.1K | ﹤0.01% | 1325 |
|
|
2017
Q3 | $805K | Sell |
21,686
-1,699
| -7% | -$63.1K | ﹤0.01% | 1247 |
|
|
2017
Q2 | $915K | Buy |
23,385
+10,673
| +84% | +$418K | ﹤0.01% | 1225 |
|
|
2017
Q1 | $536K | Buy |
12,712
+688
| +6% | +$29K | ﹤0.01% | 1479 |
|
|
2016
Q4 | $555K | Sell |
12,024
-531
| -4% | -$24.5K | ﹤0.01% | 1449 |
|
|
2016
Q3 | $473K | Buy |
12,555
+1,452
| +13% | +$54.7K | ﹤0.01% | 1599 |
|
|
2016
Q2 | $416K | Buy |
11,103
+1,117
| +11% | +$41.9K | ﹤0.01% | 1737 |
|
|
2016
Q1 | $366K | Sell |
9,986
-1,309
| -12% | -$48K | ﹤0.01% | 1792 |
|
|
2015
Q4 | $418K | Buy |
11,295
+198
| +2% | +$7.33K | ﹤0.01% | 1681 |
|
|
2015
Q3 | $422K | Sell |
11,097
-999
| -8% | -$38K | ﹤0.01% | 1675 |
|
|
2015
Q2 | $487K | Sell |
12,096
-211
| -2% | -$8.5K | ﹤0.01% | 1732 |
|
|
2015
Q1 | $462K | Buy |
12,307
+9,502
| +339% | +$357K | ﹤0.01% | 1589 |
|
|
2014
Q4 | $105K | Sell |
2,805
-726
| -21% | -$27.2K | ﹤0.01% | 1163 |
|
|
2014
Q3 | $109K | Buy |
3,531
+121
| +4% | +$3.74K | ﹤0.01% | 1268 |
|
|
2014
Q2 | $110K | Sell |
3,410
-42
| -1% | -$1.36K | ﹤0.01% | 1181 |
|
|
2014
Q1 | $106K | Sell |
3,452
-465
| -12% | -$14.3K | ﹤0.01% | 1124 |
|
|
2013
Q4 | $123K | Buy |
3,917
+58
| +2% | +$1.82K | ﹤0.01% | 960 |
|
|
2013
Q3 | $112K | Sell |
3,859
-362
| -9% | -$10.5K | ﹤0.01% | 945 |
|
|
2013
Q2 | $112K | Buy |
+4,221
| New | +$112K | ﹤0.01% | 944 |
|