Franklin Resources’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
24,261
+1,097
| +5% | +$40K | ﹤0.01% | 2040 |
|
|
2025
Q1 | $803K | Sell |
23,164
-674
| -3% | -$23.4K | ﹤0.01% | 2056 |
|
|
2024
Q4 | $895K | Sell |
23,838
-8,156
| -25% | -$306K | ﹤0.01% | 2027 |
|
|
2024
Q3 | $1.2M | Sell |
31,994
-3,953
| -11% | -$148K | ﹤0.01% | 1903 |
|
|
2024
Q2 | $1.17M | Sell |
35,947
-18,534
| -34% | -$601K | ﹤0.01% | 1866 |
|
|
2024
Q1 | $1.95M | Sell |
54,481
-26,018
| -32% | -$931K | ﹤0.01% | 1727 |
|
|
2023
Q4 | $3.02M | Sell |
80,499
-8,441
| -9% | -$317K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $2.45M | Sell |
88,940
-67,434
| -43% | -$1.86M | ﹤0.01% | 1316 |
|
|
2023
Q2 | $4.64M | Buy |
156,374
+67,351
| +76% | +$2M | ﹤0.01% | 1135 |
|
|
2023
Q1 | $3.13M | Buy |
89,023
+14,304
| +19% | +$504K | ﹤0.01% | 1234 |
|
|
2022
Q4 | $3.03M | Buy |
74,719
+9,893
| +15% | +$401K | ﹤0.01% | 1263 |
|
|
2022
Q3 | $2.32M | Buy |
64,826
+14,619
| +29% | +$523K | ﹤0.01% | 1289 |
|
|
2022
Q2 | $1.76M | Buy |
50,207
+42,096
| +519% | +$1.48M | ﹤0.01% | 1390 |
|
|
2022
Q1 | $283K | Sell |
8,111
-296
| -4% | -$10.3K | ﹤0.01% | 2039 |
|
|
2021
Q4 | $305K | Hold |
8,407
| – | – | ﹤0.01% | 2073 |
|
|
2021
Q3 | $306K | Buy |
+8,407
| New | +$306K | ﹤0.01% | 2082 |
|
|
2017
Q1 | – | Sell |
-9,595
| Closed | -$444K | – | 1519 |
|
|
2016
Q4 | $444K | Buy |
+9,595
| New | +$444K | ﹤0.01% | 1382 |
|
|
2016
Q2 | – | Sell |
-9,163
| Closed | -$336K | – | 1549 |
|
|
2016
Q1 | $336K | Hold |
9,163
| – | – | ﹤0.01% | 1441 |
|
|
2015
Q4 | $339K | Hold |
9,163
| – | – | ﹤0.01% | 1488 |
|
|
2015
Q3 | $348K | Buy |
9,163
+3,085
| +51% | +$117K | ﹤0.01% | 1490 |
|
|
2015
Q2 | $245K | Buy |
+6,078
| New | +$245K | ﹤0.01% | 1542 |
|