IFP 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 | $374K | Buy |
9,874
+87
| +0.9% | +$3.3K | 0.01% | 956 |
|
|
2025
Q1 | $339K | Buy |
9,787
+190
| +2% | +$6.59K | 0.01% | 933 |
|
|
2024
Q4 | $360K | Sell |
9,597
-252
| -3% | -$9.46K | 0.01% | 872 |
|
|
2024
Q3 | $365K | Buy |
9,849
+563
| +6% | +$20.9K | 0.01% | 815 |
|
|
2024
Q2 | $301K | Sell |
9,286
-31
| -0.3% | -$1.01K | 0.01% | 835 |
|
|
2024
Q1 | $333K | Sell |
9,317
-660
| -7% | -$23.6K | 0.01% | 756 |
|
|
2023
Q4 | $375K | Sell |
9,977
-791
| -7% | -$29.7K | 0.02% | 680 |
|
|
2023
Q3 | $297K | Buy |
10,768
+715
| +7% | +$19.7K | 0.01% | 782 |
|
|
2023
Q2 | $298K | Buy |
10,053
+9,980
| +13,671% | +$296K | 0.01% | 841 |
|
|
2023
Q1 | $2.7K | Sell |
73
-64
| -47% | -$2.37K | ﹤0.01% | 2801 |
|
|
2022
Q4 | $5K | Sell |
137
-75
| -35% | -$2.74K | ﹤0.01% | 3818 |
|
|
2022
Q3 | $8K | Hold |
212
| – | – | ﹤0.01% | 3811 |
|
|
2022
Q2 | $8K | Hold |
212
| – | – | ﹤0.01% | 3561 |
|
|
2022
Q1 | $8K | Buy |
212
+115
| +119% | +$4.34K | ﹤0.01% | 3561 |
|
|
2021
Q4 | $4K | Sell |
97
-52
| -35% | -$2.14K | ﹤0.01% | 2558 |
|
|
2021
Q3 | $6K | Hold |
149
| – | – | ﹤0.01% | 2447 |
|
|
2021
Q2 | $6K | Hold |
149
| – | – | ﹤0.01% | 2410 |
|
|
2021
Q1 | $6K | Sell |
149
-160
| -52% | -$6.44K | ﹤0.01% | 2353 |
|
|
2020
Q4 | $10K | Buy |
309
+24
| +8% | +$777 | ﹤0.01% | 2080 |
|
|
2020
Q3 | $6K | Sell |
285
-141
| -33% | -$2.97K | ﹤0.01% | 2112 |
|
|
2020
Q2 | $12K | Sell |
426
-293
| -41% | -$8.25K | ﹤0.01% | 1754 |
|
|
2020
Q1 | $18K | Sell |
719
-334
| -32% | -$8.36K | ﹤0.01% | 1535 |
|
|
2019
Q4 | $40K | Sell |
1,053
-1,526
| -59% | -$58K | ﹤0.01% | 1350 |
|
|
2019
Q3 | $98K | Buy |
+2,579
| New | +$98K | 0.01% | 1070 |
|
|
2019
Q1 | $82K | Sell |
2,290
-953
| -29% | -$34.1K | 0.01% | 767 |
|
|
2018
Q4 | $100K | Sell |
3,243
-432
| -12% | -$13.3K | 0.01% | 1192 |
|
|
2018
Q3 | $134K | Buy |
3,675
+1,867
| +103% | +$68.1K | 0.01% | 1301 |
|
|
2018
Q2 | $66K | Buy |
1,808
+538
| +42% | +$19.6K | ﹤0.01% | 1731 |
|
|
2018
Q1 | $44K | Hold |
1,270
| – | – | ﹤0.01% | 1895 |
|
|
2017
Q4 | $44K | Sell |
1,270
-452
| -26% | -$15.7K | ﹤0.01% | 1891 |
|
|
2017
Q3 | $64K | Buy |
1,722
+121
| +8% | +$4.5K | ﹤0.01% | 1826 |
|
|
2017
Q2 | $63K | Buy |
1,601
+968
| +153% | +$38.1K | ﹤0.01% | 1796 |
|
|
2017
Q1 | $27K | Sell |
633
-115
| -15% | -$4.91K | ﹤0.01% | 2292 |
|
|
2016
Q4 | $35K | Buy |
748
+643
| +612% | +$30.1K | ﹤0.01% | 2073 |
|
|
2016
Q3 | $4K | Sell |
105
-839
| -89% | -$32K | ﹤0.01% | 3346 |
|
|
2016
Q2 | $35K | Sell |
944
-1,346
| -59% | -$49.9K | ﹤0.01% | 1974 |
|
|
2016
Q1 | $82K | Buy |
2,290
+1,346
| +143% | +$48.2K | 0.01% | 767 |
|
|
2015
Q4 | $35K | Buy |
+944
| New | +$35K | ﹤0.01% | 1816 |
|