Integrated Investment Consultants’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 | $319K | Sell |
8,762
-3,798
| -30% | -$138K | 0.06% | 222 |
|
|
2025
Q1 | $435K | Buy |
12,560
+23
| +0.2% | +$797 | 0.09% | 176 |
|
|
2024
Q4 | $471K | Buy |
12,537
+270
| +2% | +$10.1K | 0.1% | 165 |
|
|
2024
Q3 | $455K | Sell |
12,267
-517
| -4% | -$19.2K | 0.1% | 156 |
|
|
2024
Q2 | $458K | Hold |
12,784
| – | – | 0.13% | 133 |
|
|
2024
Q1 | $458K | Sell |
12,784
-729
| -5% | -$26.1K | 0.13% | 133 |
|
|
2023
Q4 | $507K | Buy |
13,513
+3,873
| +40% | +$145K | 0.16% | 115 |
|
|
2023
Q3 | $266K | Buy |
9,640
+60
| +0.6% | +$1.66K | 0.1% | 183 |
|
|
2023
Q2 | $284K | Hold |
9,580
| – | – | 0.09% | 202 |
|
|
2023
Q1 | $337K | Buy |
9,580
+30
| +0.3% | +$1.06K | 0.11% | 173 |
|
|
2022
Q4 | $387K | Buy |
9,550
+40
| +0.4% | +$1.62K | 0.13% | 121 |
|
|
2022
Q3 | $340K | Hold |
9,510
| – | – | 0.14% | 127 |
|
|
2022
Q2 | $334K | Sell |
9,510
-210
| -2% | -$7.38K | 0.12% | 137 |
|
|
2022
Q1 | $339K | Buy |
9,720
+232
| +2% | +$8.09K | 0.09% | 200 |
|
|
2021
Q4 | $344K | Sell |
9,488
-11
| -0.1% | -$399 | 0.09% | 207 |
|
|
2021
Q3 | $346K | Buy |
9,499
+95
| +1% | +$3.46K | 0.1% | 190 |
|
|
2021
Q2 | $343K | Buy |
9,404
+2,534
| +37% | +$92.4K | 0.1% | 195 |
|
|
2021
Q1 | $265K | Buy |
6,870
+369
| +6% | +$14.2K | 0.09% | 202 |
|
|
2020
Q4 | $211K | Buy |
+6,501
| New | +$211K | 0.08% | 222 |
|
|
2018
Q4 | – | Sell |
-5,643
| Closed | -$205K | – | 184 |
|
|
2018
Q3 | $205K | Buy |
+5,643
| New | +$205K | 0.1% | 169 |
|
|
2018
Q2 | – | Sell |
-5,420
| Closed | -$191K | – | 656 |
|
|
2018
Q1 | $191K | Buy |
+5,420
| New | +$191K | 0.08% | 191 |
|
|
2017
Q3 | $117K | Hold |
3,142
| – | – | 0.05% | 258 |
|
|
2017
Q2 | $123K | Hold |
3,142
| – | – | 0.06% | 244 |
|
|
2017
Q1 | $133K | Hold |
3,142
| – | – | 0.06% | 224 |
|
|
2016
Q4 | $145K | Sell |
3,142
-10
| -0.3% | -$461 | 0.07% | 197 |
|
|
2016
Q3 | $117K | Hold |
3,152
| – | – | 0.06% | 229 |
|
|
2016
Q2 | $118K | Hold |
3,152
| – | – | 0.07% | 229 |
|
|
2016
Q1 | $110K | Buy |
+3,152
| New | +$110K | 0.06% | 208 |
|