Klingman & Associates’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 | $1.14M | Buy |
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|
2025
Q2 | $1.11M | Hold |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.15M | Hold |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $993K | Hold |
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|
2024
Q1 | $1.1M | Hold |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $854K | Buy |
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|
2023
Q2 | $908K | Buy |
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|
2023
Q1 | $725K | Hold |
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|
2022
Q4 | $834K | Buy |
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|
2022
Q3 | $736K | Hold |
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|
2022
Q2 | $722K | Hold |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $203K | Hold |
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|
2021
Q3 | $203K | Buy |
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