Gemmer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-38
| Closed | -$1K | – | 1395 |
|
|
2020
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 1285 |
|
|
2020
Q1 | $1K | Sell |
38
-137
| -78% | -$3.61K | ﹤0.01% | 1214 |
|
|
2019
Q4 | $7K | Hold |
175
| – | – | ﹤0.01% | 824 |
|
|
2019
Q3 | $7K | Sell |
175
-3
| -2% | -$120 | ﹤0.01% | 834 |
|
|
2019
Q2 | $7K | Hold |
178
| – | – | ﹤0.01% | 831 |
|
|
2019
Q1 | $6K | Hold |
178
| – | – | ﹤0.01% | 930 |
|
|
2018
Q4 | $6K | Buy |
178
+4
| +2% | +$135 | ﹤0.01% | 857 |
|
|
2018
Q3 | $6K | Hold |
174
| – | – | ﹤0.01% | 957 |
|
|
2018
Q2 | $6K | Buy |
174
+3
| +2% | +$103 | ﹤0.01% | 963 |
|
|
2018
Q1 | $6K | Sell |
171
-12
| -7% | -$421 | ﹤0.01% | 939 |
|
|
2017
Q4 | $6K | Hold |
183
| – | – | ﹤0.01% | 919 |
|
|
2017
Q3 | $7K | Hold |
183
| – | – | ﹤0.01% | 849 |
|
|
2017
Q2 | $7K | Hold |
183
| – | – | ﹤0.01% | 804 |
|
|
2017
Q1 | $8K | Hold |
183
| – | – | ﹤0.01% | 759 |
|
|
2016
Q4 | $8K | Hold |
183
| – | – | ﹤0.01% | 734 |
|
|
2016
Q3 | $7K | Buy |
183
+28
| +18% | +$1.07K | ﹤0.01% | 780 |
|
|
2016
Q2 | $6K | Buy |
155
+26
| +20% | +$1.01K | ﹤0.01% | 810 |
|
|
2016
Q1 | $4K | Hold |
129
| – | – | ﹤0.01% | 907 |
|
|
2015
Q4 | $5K | Hold |
129
| – | – | ﹤0.01% | 868 |
|
|
2015
Q3 | $5K | Hold |
129
| – | – | ﹤0.01% | 836 |
|
|
2015
Q2 | $5K | Hold |
129
| – | – | ﹤0.01% | 871 |
|
|
2015
Q1 | $5K | Hold |
129
| – | – | ﹤0.01% | 913 |
|
|
2014
Q4 | $5K | Hold |
129
| – | – | ﹤0.01% | 882 |
|
|
2014
Q3 | $4K | Hold |
129
| – | – | ﹤0.01% | 976 |
|
|
2014
Q2 | $4K | Hold |
129
| – | – | ﹤0.01% | 1005 |
|
|
2014
Q1 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 986 |
|