First Trust Advisors’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 | $70.5M | Buy |
1,935,979
+1,521,864
| +367% | +$55.4M | 0.06% | 423 |
|
|
2025
Q1 | $14.4M | Sell |
414,115
-559
| -0.1% | -$19.4K | 0.01% | 962 |
|
|
2024
Q4 | $15.6M | Sell |
414,674
-28,859
| -7% | -$1.08M | 0.01% | 940 |
|
|
2024
Q3 | $16.5M | Buy |
443,533
+63,307
| +17% | +$2.35M | 0.02% | 890 |
|
|
2024
Q2 | $12.3M | Sell |
380,226
-15,584
| -4% | -$506K | 0.01% | 954 |
|
|
2024
Q1 | $14.2M | Sell |
395,810
-3,183
| -0.8% | -$114K | 0.01% | 909 |
|
|
2023
Q4 | $15M | Sell |
398,993
-69,484
| -15% | -$2.61M | 0.02% | 871 |
|
|
2023
Q3 | $12.9M | Buy |
468,477
+40,276
| +9% | +$1.11M | 0.02% | 906 |
|
|
2023
Q2 | $12.7M | Buy |
428,201
+3,589
| +0.8% | +$106K | 0.01% | 928 |
|
|
2023
Q1 | $14.9M | Buy |
424,612
+51,540
| +14% | +$1.81M | 0.02% | 852 |
|
|
2022
Q4 | $15.1M | Buy |
373,072
+37,881
| +11% | +$1.53M | 0.02% | 828 |
|
|
2022
Q3 | $12M | Sell |
335,191
-28,828
| -8% | -$1.03M | 0.02% | 895 |
|
|
2022
Q2 | $12.8M | Buy |
364,019
+101,358
| +39% | +$3.55M | 0.02% | 867 |
|
|
2022
Q1 | $9.16M | Buy |
262,661
+26,816
| +11% | +$935K | 0.01% | 1081 |
|
|
2021
Q4 | $8.56M | Sell |
235,845
-19,093
| -7% | -$693K | 0.01% | 1118 |
|
|
2021
Q3 | $9.28M | Buy |
254,938
+23,145
| +10% | +$842K | 0.01% | 1027 |
|
|
2021
Q2 | $8.46M | Buy |
231,793
+28,682
| +14% | +$1.05M | 0.01% | 1056 |
|
|
2021
Q1 | $7.84M | Sell |
203,111
-2,390
| -1% | -$92.2K | 0.01% | 1023 |
|
|
2020
Q4 | $6.66M | Buy |
205,501
+36,242
| +21% | +$1.17M | 0.01% | 980 |
|
|
2020
Q3 | $3.63M | Buy |
169,259
+249
| +0.1% | +$5.35K | 0.01% | 1085 |
|
|
2020
Q2 | $4.68M | Buy |
169,010
+12,028
| +8% | +$333K | 0.01% | 1008 |
|
|
2020
Q1 | $3.62M | Sell |
156,982
-3,981
| -2% | -$91.9K | 0.01% | 999 |
|
|
2019
Q4 | $6.22M | Sell |
160,963
-1,913
| -1% | -$74K | 0.01% | 1008 |
|
|
2019
Q3 | $6.17M | Buy |
162,876
+1,875
| +1% | +$71K | 0.01% | 979 |
|
|
2019
Q2 | $5.97M | Sell |
161,001
-63,338
| -28% | -$2.35M | 0.01% | 974 |
|
|
2019
Q1 | $8.13M | Sell |
224,339
-39,607
| -15% | -$1.44M | 0.02% | 835 |
|
|
2018
Q4 | $8.21M | Sell |
263,946
-12,545
| -5% | -$390K | 0.02% | 776 |
|
|
2018
Q3 | $10.1M | Sell |
276,491
-8,066
| -3% | -$293K | 0.02% | 840 |
|
|
2018
Q2 | $10.4M | Buy |
284,557
+12,481
| +5% | +$454K | 0.02% | 780 |
|
|
2018
Q1 | $9.59M | Buy |
272,076
+73,262
| +37% | +$2.58M | 0.02% | 773 |
|
|
2017
Q4 | $6.91M | Buy |
198,814
+10,984
| +6% | +$382K | 0.02% | 903 |
|
|
2017
Q3 | $6.98M | Sell |
187,830
-66,829
| -26% | -$2.48M | 0.02% | 912 |
|
|
2017
Q2 | $9.98M | Buy |
254,659
+29,320
| +13% | +$1.15M | 0.03% | 747 |
|
|
2017
Q1 | $9.52M | Sell |
225,339
-2,299
| -1% | -$97.1K | 0.03% | 779 |
|
|
2016
Q4 | $10.5M | Buy |
227,638
+21,431
| +10% | +$991K | 0.03% | 732 |
|
|
2016
Q3 | $7.77M | Buy |
206,207
+25,153
| +14% | +$948K | 0.02% | 814 |
|
|
2016
Q2 | $6.79M | Sell |
181,054
-42,826
| -19% | -$1.61M | 0.02% | 831 |
|
|
2016
Q1 | $8.22M | Buy |
223,880
+40,146
| +22% | +$1.47M | 0.03% | 746 |
|
|
2015
Q4 | $6.8M | Buy |
183,734
+37,370
| +26% | +$1.38M | 0.02% | 826 |
|
|
2015
Q3 | $5.56M | Sell |
146,364
-60,192
| -29% | -$2.29M | 0.02% | 921 |
|
|
2015
Q2 | $8.31M | Sell |
206,556
-13,693
| -6% | -$551K | 0.02% | 848 |
|
|
2015
Q1 | $8.28M | Buy |
220,249
+37,993
| +21% | +$1.43M | 0.02% | 809 |
|
|
2014
Q4 | $6.83M | Sell |
182,256
-23,555
| -11% | -$882K | 0.02% | 899 |
|
|
2014
Q3 | $6.37M | Buy |
205,811
+1,833
| +0.9% | +$56.7K | 0.03% | 904 |
|
|
2014
Q2 | $6.6M | Buy |
203,978
+41,993
| +26% | +$1.36M | 0.03% | 848 |
|
|
2014
Q1 | $4.96M | Sell |
161,985
-705,255
| -81% | -$21.6M | 0.02% | 970 |
|
|
2013
Q4 | $27.3M | Sell |
867,240
-115,777
| -12% | -$3.64M | 0.13% | 170 |
|
|
2013
Q3 | $28.5M | Buy |
983,017
+14,575
| +2% | +$422K | 0.15% | 143 |
|
|
2013
Q2 | $25.6M | Buy |
+968,442
| New | +$25.6M | 0.17% | 143 |
|