Klingman & Associates’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 | $1.11M | Hold |
30,596
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $1.06M | Hold |
30,596
| – | – | 0.06% | 103 |
|
|
2024
Q4 | $1.15M | Hold |
30,596
| – | – | 0.07% | 94 |
|
|
2024
Q3 | $1.14M | Hold |
30,596
| – | – | 0.07% | 104 |
|
|
2024
Q2 | $993K | Hold |
30,596
| – | – | 0.07% | 97 |
|
|
2024
Q1 | $1.1M | Hold |
30,596
| – | – | 0.08% | 93 |
|
|
2023
Q4 | $1.15M | Sell |
30,596
-348
| -1% | -$13.1K | 0.08% | 85 |
|
|
2023
Q3 | $854K | Buy |
30,944
+348
| +1% | +$9.6K | 0.07% | 98 |
|
|
2023
Q2 | $908K | Buy |
30,596
+10,000
| +49% | +$297K | 0.07% | 93 |
|
|
2023
Q1 | $725K | Hold |
20,596
| – | – | 0.06% | 98 |
|
|
2022
Q4 | $834K | Buy |
20,596
+9
| +0% | +$364 | 0.07% | 89 |
|
|
2022
Q3 | $736K | Hold |
20,587
| – | – | 0.07% | 86 |
|
|
2022
Q2 | $722K | Hold |
20,587
| – | – | 0.07% | 85 |
|
|
2022
Q1 | $718K | Buy |
20,587
+15,000
| +268% | +$523K | 0.06% | 92 |
|
|
2021
Q4 | $203K | Hold |
5,587
| – | – | 0.02% | 177 |
|
|
2021
Q3 | $203K | Buy |
+5,587
| New | +$203K | 0.02% | 171 |
|