Janney Montgomery Scott’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 | $1.81M | Buy |  | |||||
| 2025 Q1 | – | Sell |  | |||||
| 2024 Q4 | $1.84M | Sell |  | |||||
| 2024 Q3 | $1.83M | Sell |  | |||||
| 2024 Q2 | $1.61M | Buy |  | |||||
| 2024 Q1 | $1.25M | Sell |  | |||||
| 2023 Q4 | $1.49M | Sell |  | |||||
| 2023 Q3 | $1.12M | Sell |  | |||||
| 2023 Q2 | $1.57M | Sell |  | |||||
| 2023 Q1 | $2.03M | Sell |  | |||||
| 2022 Q4 | $2.37M | Buy |  | |||||
| 2022 Q3 | $1.89M | Sell |  | |||||
| 2022 Q2 | $2.12M | Buy |  | |||||
| 2022 Q1 | $1.97M | Buy |  | |||||
| 2021 Q4 | $1.89M | Buy |  | |||||
| 2021 Q3 | $1.86M | Buy |  | |||||
| 2021 Q2 | $1.81M | Sell |  | |||||
| 2021 Q1 | $2.2M | Sell |  | |||||
| 2020 Q4 | $1.86M | Buy |  | |||||
| 2020 Q3 | $1.21M | Sell |  | |||||
| 2020 Q2 | $1.61M | Buy |  | |||||
| 2020 Q1 | $1.17M | Sell |  | |||||
| 2019 Q4 | $4.63M | Sell |  | |||||
| 2019 Q3 | $4.77M | Buy |  | |||||
| 2019 Q2 | $4.5M | Sell |  | |||||
| 2019 Q1 | $4.85M | Sell |  | |||||
| 2018 Q4 | $4.55M | Sell |  | |||||
| 2018 Q3 | $5.32M | Sell |  | |||||
| 2018 Q2 | $5.5M | Buy |  | |||||
| 2018 Q1 | $5.3M | Buy |  | |||||
| 2017 Q4 | $2.77M | Buy |  | |||||
| 2017 Q3 | $2.95M | Buy |  | |||||
| 2017 Q2 | $3.11M | Buy |  | |||||
| 2017 Q1 | $3.31M | Sell |  | |||||
| 2016 Q4 | $3.64M | Buy |  | |||||
| 2016 Q3 | $2.94M | Sell |  | |||||
| 2016 Q2 | $5.84M | Buy |  | |||||
| 2016 Q1 | $2.94M | Hold |  | |||||
| 2015 Q4 | $2.96M | Sell |  | |||||
| 2015 Q3 | $3.1M | Sell |  | |||||
| 2015 Q2 | $3.38M | Buy |  | |||||
| 2015 Q1 | $2.63M | Buy |  | |||||
| 2014 Q4 | $1.19M | Hold |  | |||||
| 2014 Q3 | $982K | Sell |  | |||||
| 2014 Q2 | $1.08M | Buy |  | |||||
| 2014 Q1 | $972K | Buy |  | |||||
| 2013 Q4 | $336K | Buy |  | |||||
| 2013 Q3 | $250K | Buy |  | 
