Independent Portfolio Consultants’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.4M | Buy |
35,754
+18,109
| +103% | +$710K | 0.58% | 27 |
|
|
2017
Q1 | $746K | Buy |
17,645
+855
| +5% | +$36.1K | 0.26% | 133 |
|
|
2016
Q4 | $777K | Sell |
16,790
-575
| -3% | -$26.6K | 0.26% | 138 |
|
|
2016
Q3 | $654K | Sell |
17,365
-360
| -2% | -$13.6K | 0.21% | 178 |
|
|
2016
Q2 | $665K | Buy |
17,725
+6,485
| +58% | +$243K | 0.21% | 164 |
|
|
2016
Q1 | $413K | Sell |
11,240
-25
| -0.2% | -$919 | 0.12% | 239 |
|
|
2015
Q4 | $417K | Sell |
11,265
-4,720
| -30% | -$175K | 0.12% | 228 |
|
|
2015
Q3 | $607K | Buy |
15,985
+1,090
| +7% | +$41.4K | 0.13% | 217 |
|
|
2015
Q2 | $599K | Buy |
14,895
+2,485
| +20% | +$99.9K | 0.12% | 230 |
|
|
2015
Q1 | $466K | Sell |
12,410
-5,490
| -31% | -$206K | 0.1% | 249 |
|
|
2014
Q4 | $670K | Buy |
17,900
+9,710
| +119% | +$363K | 0.13% | 210 |
|
|
2014
Q3 | $253K | Buy |
8,190
+325
| +4% | +$10K | 0.07% | 430 |
|
|
2014
Q2 | $254K | Buy |
7,865
+965
| +14% | +$31.2K | 0.07% | 408 |
|
|
2014
Q1 | $211K | Sell |
6,900
-2,850
| -29% | -$87.2K | 0.07% | 432 |
|
|
2013
Q4 | $307K | Sell |
9,750
-1,645
| -14% | -$51.8K | 0.11% | 367 |
|
|
2013
Q3 | $330K | Buy |
11,395
+215
| +2% | +$6.23K | 0.13% | 338 |
|
|
2013
Q2 | $296K | Buy |
+11,180
| New | +$296K | 0.13% | 331 |
|