Fuller & Thaler 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 | $54.8M | Buy |
1,505,487
+7,443
| +0.5% | +$271K | 0.2% | 180 |
|
|
2025
Q1 | $51.9M | Sell |
1,498,044
-9,762
| -0.6% | -$338K | 0.2% | 173 |
|
|
2024
Q4 | $56.6M | Sell |
1,507,806
-4,874
| -0.3% | -$183K | 0.21% | 157 |
|
|
2024
Q3 | $56.1M | Sell |
1,512,680
-33,655
| -2% | -$1.25M | 0.22% | 150 |
|
|
2024
Q2 | $50.2M | Sell |
1,546,335
-25,681
| -2% | -$833K | 0.21% | 145 |
|
|
2024
Q1 | $56.3M | Buy |
1,572,016
+40,643
| +3% | +$1.45M | 0.25% | 131 |
|
|
2023
Q4 | $57.5M | Sell |
1,531,373
-415,606
| -21% | -$15.6M | 0.29% | 119 |
|
|
2023
Q3 | $53.7M | Sell |
1,946,979
-31,326
| -2% | -$864K | 0.31% | 109 |
|
|
2023
Q2 | $58.7M | Buy |
1,978,305
+1,672
| +0.1% | +$49.6K | 0.33% | 105 |
|
|
2023
Q1 | $69.6M | Buy |
1,976,633
+76,083
| +4% | +$2.68M | 0.4% | 97 |
|
|
2022
Q4 | $77M | Buy |
1,900,550
+118,871
| +7% | +$4.81M | 0.49% | 77 |
|
|
2022
Q3 | $63.7M | Buy |
1,781,679
+32,236
| +2% | +$1.15M | 0.46% | 84 |
|
|
2022
Q2 | $61.4M | Sell |
1,749,443
-144,305
| -8% | -$5.06M | 0.42% | 87 |
|
|
2022
Q1 | $66.1M | Buy |
1,893,748
+14,291
| +0.8% | +$498K | 0.39% | 88 |
|
|
2021
Q4 | $68.2M | Buy |
1,879,457
+7,108
| +0.4% | +$258K | 0.4% | 79 |
|
|
2021
Q3 | $68.1M | Sell |
1,872,349
-49,133
| -3% | -$1.79M | 0.44% | 72 |
|
|
2021
Q2 | $70.1M | Sell |
1,921,482
-25,319
| -1% | -$924K | 0.45% | 74 |
|
|
2021
Q1 | $75.1M | Buy |
1,946,801
+255,241
| +15% | +$9.85M | 0.53% | 60 |
|
|
2020
Q4 | $54.8M | Sell |
1,691,560
-59,294
| -3% | -$1.92M | 0.51% | 71 |
|
|
2020
Q3 | $37.6M | Sell |
1,750,854
-79,825
| -4% | -$1.71M | 0.48% | 72 |
|
|
2020
Q2 | $50.6M | Sell |
1,830,679
-141,559
| -7% | -$3.92M | 0.66% | 53 |
|
|
2020
Q1 | $45.5M | Buy |
1,972,238
+257,029
| +15% | +$5.93M | 0.77% | 41 |
|
|
2019
Q4 | $66.3M | Sell |
1,715,209
-78,406
| -4% | -$3.03M | 0.74% | 38 |
|
|
2019
Q3 | $67.9M | Sell |
1,793,615
-85,350
| -5% | -$3.23M | 0.8% | 36 |
|
|
2019
Q2 | $69.7M | Buy |
1,878,965
+10,316
| +0.6% | +$383K | 0.81% | 37 |
|
|
2019
Q1 | $67.7M | Sell |
1,868,649
-144,536
| -7% | -$5.24M | 0.86% | 32 |
|
|
2018
Q4 | $62.6M | Buy |
2,013,185
+100,459
| +5% | +$3.13M | 0.9% | 35 |
|
|
2018
Q3 | $69.5M | Sell |
1,912,726
-3,012
| -0.2% | -$109K | 0.72% | 48 |
|
|
2018
Q2 | $69.7M | Sell |
1,915,738
-35,170
| -2% | -$1.28M | 0.75% | 50 |
|
|
2018
Q1 | $68.8M | Sell |
1,950,908
-4,130
| -0.2% | -$146K | 0.81% | 44 |
|
|
2017
Q4 | $67.9M | Buy |
1,955,038
+690,726
| +55% | +$24M | 0.82% | 44 |
|
|
2017
Q3 | $47M | Buy |
+1,264,312
| New | +$47M | 0.57% | 67 |
|