HighTower 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 | $874K | Buy |
23,989
+2,577
| +12% | +$93.9K | ﹤0.01% | 2104 |
|
|
2025
Q1 | $742K | Sell |
21,412
-1,271
| -6% | -$44.1K | ﹤0.01% | 2160 |
|
|
2024
Q4 | $852K | Buy |
22,683
+3,141
| +16% | +$118K | ﹤0.01% | 2067 |
|
|
2024
Q3 | $730K | Buy |
19,542
+332
| +2% | +$12.4K | ﹤0.01% | 2126 |
|
|
2024
Q2 | $624K | Sell |
19,210
-885
| -4% | -$28.7K | ﹤0.01% | 2154 |
|
|
2024
Q1 | $720K | Buy |
20,095
+1,845
| +10% | +$66.1K | ﹤0.01% | 2013 |
|
|
2023
Q4 | $688K | Sell |
18,250
-2,775
| -13% | -$105K | ﹤0.01% | 2065 |
|
|
2023
Q3 | $578K | Sell |
21,025
-3,669
| -15% | -$101K | ﹤0.01% | 2127 |
|
|
2023
Q2 | $736K | Buy |
24,694
+11,166
| +83% | +$333K | ﹤0.01% | 1937 |
|
|
2023
Q1 | $475K | Buy |
13,528
+4,506
| +50% | +$158K | ﹤0.01% | 2133 |
|
|
2022
Q4 | $367K | Buy |
9,022
+110
| +1% | +$4.48K | ﹤0.01% | 2312 |
|
|
2022
Q3 | $319K | Sell |
8,912
-551
| -6% | -$19.7K | ﹤0.01% | 2292 |
|
|
2022
Q2 | $332K | Buy |
9,463
+361
| +4% | +$12.7K | ﹤0.01% | 2277 |
|
|
2022
Q1 | $317K | Sell |
9,102
-56
| -0.6% | -$1.95K | ﹤0.01% | 2466 |
|
|
2021
Q4 | $333K | Buy |
9,158
+628
| +7% | +$22.8K | ﹤0.01% | 2399 |
|
|
2021
Q3 | $312K | Buy |
8,530
+992
| +13% | +$36.3K | ﹤0.01% | 2375 |
|
|
2021
Q2 | $278K | Sell |
7,538
-11
| -0.1% | -$406 | ﹤0.01% | 2414 |
|
|
2021
Q1 | $291K | Sell |
7,549
-30
| -0.4% | -$1.16K | ﹤0.01% | 2319 |
|
|
2020
Q4 | $246K | Buy |
+7,579
| New | +$246K | ﹤0.01% | 2039 |
|
|
2020
Q1 | – | Sell |
-7,494
| Closed | -$290K | – | 2298 |
|
|
2019
Q4 | $290K | Buy |
7,494
+42
| +0.6% | +$1.63K | ﹤0.01% | 1739 |
|
|
2019
Q3 | $283K | Sell |
7,452
-162
| -2% | -$6.15K | ﹤0.01% | 1829 |
|
|
2019
Q2 | $282K | Sell |
7,614
-31,726
| -81% | -$1.18M | ﹤0.01% | 1830 |
|
|
2019
Q1 | $1.42M | Buy |
39,340
+30,489
| +344% | +$1.1M | 0.01% | 984 |
|
|
2018
Q4 | $277K | Sell |
8,851
-207
| -2% | -$6.48K | ﹤0.01% | 1649 |
|
|
2018
Q3 | $330K | Sell |
9,058
-1,668
| -16% | -$60.8K | ﹤0.01% | 1681 |
|
|
2018
Q2 | $392K | Sell |
10,726
-284
| -3% | -$10.4K | ﹤0.01% | 1557 |
|
|
2018
Q1 | $390K | Buy |
11,010
+2,467
| +29% | +$87.4K | ﹤0.01% | 1546 |
|
|
2017
Q4 | $297K | Buy |
8,543
+947
| +12% | +$32.9K | ﹤0.01% | 1708 |
|
|
2017
Q3 | $285K | Sell |
7,596
-299
| -4% | -$11.2K | ﹤0.01% | 1708 |
|
|
2017
Q2 | $310K | Buy |
7,895
+1,845
| +30% | +$72.4K | ﹤0.01% | 1601 |
|
|
2017
Q1 | $254K | Buy |
+6,050
| New | +$254K | ﹤0.01% | 1630 |
|