Lido Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,841
| Closed | -$222K | – | 1472 |
|
|
2023
Q4 | $222K | Sell |
5,841
-1,877
| -24% | -$59.6K | ﹤0.01% | 1171 |
|
|
2023
Q3 | $213K | Buy |
7,718
+183
| +2% | +$5.51K | ﹤0.01% | 1062 |
|
|
2023
Q2 | $224K | Sell |
7,535
-38,620
| -84% | -$1.22M | ﹤0.01% | 1068 |
|
|
2023
Q1 | $1.62M | Buy |
46,155
+38,931
| +539% | +$1.53M | 0.02% | 382 |
|
|
2022
Q4 | $293K | Buy |
7,224
+123
| +2% | +$4.99K | ﹤0.01% | 795 |
|
|
2022
Q3 | $253K | Buy |
7,101
+19
| +0.3% | +$708 | ﹤0.01% | 825 |
|
|
2022
Q2 | $248K | Buy |
7,082
+19
| +0.3% | +$667 | ﹤0.01% | 808 |
|
|
2022
Q1 | $246K | Buy |
7,063
+191
| +3% | +$6.94K | ﹤0.01% | 885 |
|
|
2021
Q4 | $249K | Sell |
6,872
-45
| -0.7% | -$1.66K | ﹤0.01% | 880 |
|
|
2021
Q3 | $251K | Buy |
6,917
+16
| +0.2% | +$559 | ﹤0.01% | 810 |
|
|
2021
Q2 | $254K | Sell |
6,901
-67
| -1% | -$2.63K | ﹤0.01% | 779 |
|
|
2021
Q1 | $271K | Sell |
6,968
-718
| -9% | -$26.3K | ﹤0.01% | 698 |
|
|
2020
Q4 | $251K | Buy |
+7,686
| New | +$217K | 0.01% | 684 |
|
|
2020
Q3 | – | Sell |
-9,474
| Closed | -$265K | – | 691 |
|
|
2020
Q2 | $265K | Sell |
9,474
-794
| -8% | -$21.3K | 0.01% | 480 |
|
|
2020
Q1 | $241K | Sell |
10,268
-996
| -9% | -$31.3K | 0.01% | 470 |
|
|
2019
Q4 | $439K | Buy |
11,264
+2,339
| +26% | +$90.2K | 0.02% | 415 |
|
|
2019
Q3 | $341K | Buy |
8,925
+95
| +1% | +$3.52K | 0.02% | 419 |
|
|
2019
Q2 | $330K | Buy |
8,830
+440
| +5% | +$16.5K | 0.02% | 403 |
|
|
2019
Q1 | $306K | Buy |
8,390
+1,060
| +14% | +$38.2K | 0.02% | 383 |
|
|
2018
Q4 | $230K | Buy |
+7,330
| New | +$247K | 0.02% | 367 |
|
Other funds holding UBSI
SAM
