Janney Capital Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-12,277
| Closed | -$461K | – | 252 |
|
2024
Q4 | $461K | Sell |
12,277
-240
| -2% | -$9.01K | 0.03% | 179 |
|
2024
Q3 | $464K | Hold |
12,517
| – | – | 0.03% | 160 |
|
2024
Q2 | $406K | Hold |
12,517
| – | – | 0.03% | 168 |
|
2024
Q1 | $448K | Hold |
12,517
| – | – | 0.03% | 175 |
|
2023
Q4 | $470K | Hold |
12,517
| – | – | 0.03% | 167 |
|
2023
Q3 | $345K | Hold |
12,517
| – | – | 0.03% | 166 |
|
2023
Q2 | $371K | Hold |
12,517
| – | – | 0.03% | 176 |
|
2023
Q1 | $441K | Hold |
12,517
| – | – | 0.03% | 143 |
|
2022
Q4 | $507K | Sell |
12,517
-444
| -3% | -$18K | 0.04% | 146 |
|
2022
Q3 | $463K | Hold |
12,961
| – | – | 0.04% | 133 |
|
2022
Q2 | $455K | Hold |
12,961
| – | – | 0.04% | 130 |
|
2022
Q1 | $452K | Hold |
12,961
| – | – | 0.03% | 140 |
|
2021
Q4 | $470K | Hold |
12,961
| – | – | 0.03% | 151 |
|
2021
Q3 | $472K | Hold |
12,961
| – | – | 0.03% | 146 |
|
2021
Q2 | $473K | Hold |
12,961
| – | – | 0.03% | 148 |
|
2021
Q1 | $500K | Hold |
12,961
| – | – | 0.03% | 137 |
|
2020
Q4 | $420K | Hold |
12,961
| – | – | 0.03% | 144 |
|
2020
Q3 | $278K | Hold |
12,961
| – | – | 0.02% | 179 |
|
2020
Q2 | $359K | Hold |
12,961
| – | – | 0.02% | 153 |
|
2020
Q1 | $299K | Hold |
12,961
| – | – | 0.02% | 151 |
|
2019
Q4 | $501K | Hold |
12,961
| – | – | 0.03% | 146 |
|
2019
Q3 | $491K | Hold |
12,961
| – | – | 0.03% | 141 |
|
2019
Q2 | $481K | Hold |
12,961
| – | – | 0.03% | 132 |
|
2019
Q1 | $470K | Hold |
12,961
| – | – | 0.02% | 135 |
|
2018
Q4 | $403K | Hold |
12,961
| – | – | 0.02% | 138 |
|
2018
Q3 | $471K | Hold |
12,961
| – | – | 0.02% | 150 |
|
2018
Q2 | $472K | Hold |
12,961
| – | – | 0.02% | 147 |
|
2018
Q1 | $457K | Hold |
12,961
| – | – | 0.02% | 145 |
|
2017
Q4 | $450K | Hold |
12,961
| – | – | 0.02% | 149 |
|
2017
Q3 | $481K | Buy |
+12,961
| New | +$481K | 0.02% | 141 |
|
2017
Q2 | – | Sell |
-8,775
| Closed | -$370K | – | 188 |
|
2017
Q1 | $370K | Hold |
8,775
| – | – | 0.02% | 134 |
|
2016
Q4 | $405K | Hold |
8,775
| – | – | 0.02% | 141 |
|
2016
Q3 | $330K | Hold |
8,775
| – | – | 0.01% | 142 |
|
2016
Q2 | $329K | Hold |
8,775
| – | – | 0.02% | 135 |
|
2016
Q1 | $322K | Hold |
8,775
| – | – | 0.02% | 126 |
|
2015
Q4 | $325K | Hold |
8,775
| – | – | 0.01% | 160 |
|
2015
Q3 | $333K | Hold |
8,775
| – | – | 0.02% | 153 |
|
2015
Q2 | $353K | Buy |
8,775
+2,070
| +31% | +$83.3K | 0.05% | 60 |
|
2015
Q1 | $252K | Sell |
6,705
-2,000
| -23% | -$75.2K | 0.01% | 209 |
|
2014
Q4 | $326K | Sell |
8,705
-50
| -0.6% | -$1.87K | 0.02% | 170 |
|
2014
Q3 | $271K | Hold |
8,755
| – | – | 0.02% | 172 |
|
2014
Q2 | $283K | Hold |
8,755
| – | – | 0.02% | 176 |
|
2014
Q1 | $268K | Buy |
8,755
+182
| +2% | +$5.57K | 0.02% | 173 |
|
2013
Q4 | $270K | Hold |
8,573
| – | – | 0.02% | 162 |
|
2013
Q3 | $248K | Buy |
+8,573
| New | +$248K | 0.02% | 194 |
|