First Horizon Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48
| Closed | -$1.8K | – | 2398 |
|
|
2023
Q4 | $1.8K | Buy |
48
+20
| +71% | +$635 | ﹤0.01% | 2055 |
|
|
2023
Q3 | $772 | Sell |
28
-654
| -96% | -$19.7K | ﹤0.01% | 2265 |
|
|
2023
Q2 | $20.2K | Hold |
682
| – | – | ﹤0.01% | 1267 |
|
|
2023
Q1 | $24K | Hold |
682
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q4 | $27.6K | Hold |
682
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q3 | $24K | Sell |
682
-239
| -26% | -$8.91K | ﹤0.01% | 1164 |
|
|
2022
Q2 | $31K | Buy |
+921
| New | +$32.3K | ﹤0.01% | 1120 |
|
|
2022
Q1 | – | Sell |
-1,068
| Closed | -$38K | – | 2275 |
|
|
2021
Q4 | $38K | Hold |
1,068
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q3 | $38K | Buy |
1,068
+21
| +2% | +$734 | ﹤0.01% | 1024 |
|
|
2021
Q2 | $37K | Buy |
1,047
+7
| +0.7% | +$275 | ﹤0.01% | 893 |
|
|
2021
Q1 | $40K | Sell |
1,040
-146
| -12% | -$5.35K | ﹤0.01% | 832 |
|
|
2020
Q4 | $38K | Hold |
1,186
| – | – | ﹤0.01% | 690 |
|
|
2020
Q3 | $25K | Sell |
1,186
-429
| -27% | -$11.2K | ﹤0.01% | 752 |
|
|
2020
Q2 | $44K | Buy |
1,615
+819
| +103% | +$22K | ﹤0.01% | 561 |
|
|
2020
Q1 | $18K | Sell |
796
-1,055
| -57% | -$33.1K | ﹤0.01% | 779 |
|
|
2019
Q4 | $71K | Hold |
1,851
| – | – | 0.01% | 495 |
|
|
2019
Q3 | $70K | Hold |
1,851
| – | – | 0.01% | 484 |
|
|
2019
Q2 | $68K | Hold |
1,851
| – | – | 0.01% | 507 |
|
|
2019
Q1 | $67K | Hold |
1,851
| – | – | 0.01% | 473 |
|
|
2018
Q4 | $57K | Sell |
1,851
-349
| -16% | -$11.8K | 0.01% | 490 |
|
|
2018
Q3 | $79K | Hold |
2,200
| – | – | 0.01% | 495 |
|
|
2018
Q2 | $80K | Hold |
2,200
| – | – | 0.01% | 490 |
|
|
2018
Q1 | $75K | Sell |
2,200
-623
| -22% | -$22.5K | 0.01% | 432 |
|
|
2017
Q4 | $101K | Hold |
2,823
| – | – | 0.01% | 403 |
|
|
2017
Q3 | $106K | Hold |
2,823
| – | – | 0.01% | 384 |
|
|
2017
Q2 | $94K | Sell |
2,823
-235
| -8% | -$9.33K | 0.01% | 395 |
|
|
2017
Q1 | $121K | Buy |
3,058
+2,333
| +322% | +$103K | 0.01% | 382 |
|
|
2016
Q4 | $26K | Hold |
725
| – | – | ﹤0.01% | 719 |
|
|
2016
Q3 | $26K | Hold |
725
| – | – | ﹤0.01% | 711 |
|
|
2016
Q2 | $27K | Sell |
725
-17
| -2% | -$641 | ﹤0.01% | 681 |
|
|
2016
Q1 | $27K | Buy |
742
+230
| +45% | +$8.07K | ﹤0.01% | 713 |
|
|
2015
Q4 | $18K | Sell |
512
-465
| -48% | -$18.4K | ﹤0.01% | 769 |
|
|
2015
Q3 | $37K | Sell |
977
-35
| -3% | -$1.37K | 0.01% | 602 |
|
|
2015
Q2 | $40K | Sell |
1,012
-6
| -0.6% | -$229 | 0.01% | 605 |
|
|
2015
Q1 | $38K | Sell |
1,018
-359
| -26% | -$13.1K | 0.01% | 633 |
|
|
2014
Q4 | $51K | Buy |
1,377
+1
| +0.1% | +$34 | 0.01% | 542 |
|
|
2014
Q3 | $42K | Buy |
1,376
+68
| +5% | +$2.19K | 0.01% | 575 |
|
|
2014
Q2 | $41K | Buy |
1,308
+151
| +13% | +$4.6K | 0.01% | 606 |
|
|
2014
Q1 | $35K | Sell |
1,157
-446
| -28% | -$13.4K | ﹤0.01% | 603 |
|
|
2013
Q4 | $46K | Hold |
1,603
| – | – | 0.01% | 501 |
|
|
2013
Q3 | $46K | Hold |
1,603
| – | – | 0.01% | 462 |
|
|
2013
Q2 | $42K | Buy |
+1,603
| New | +$41.3K | 0.02% | 225 |
|
Other funds holding UBSI
SAM
