Integrated Investment Consultants’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Hold |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $455K | Sell |
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|
2024
Q2 | $458K | Hold |
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|
2024
Q1 | $458K | Sell |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $343K | Buy |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $191K | Buy |
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|
2017
Q3 | $117K | Hold |
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|
2017
Q2 | $123K | Hold |
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|
2017
Q1 | $133K | Hold |
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|
2016
Q4 | $145K | Sell |
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|
2016
Q3 | $117K | Hold |
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|
2016
Q2 | $118K | Hold |
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|
2016
Q1 | $110K | Buy |
|