LPL Financial’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 | $2.84M | Buy |
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|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $2.58M | Sell |
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|
2024
Q3 | $3.89M | Buy |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $3.86M | Buy |
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|
2022
Q3 | $3.4M | Buy |
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|
2022
Q2 | $3.07M | Buy |
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|
2022
Q1 | $2.98M | Sell |
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|
2021
Q4 | $3.12M | Buy |
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|
2021
Q3 | $2.8M | Buy |
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|
2021
Q2 | $2.63M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $382K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $260K | Sell |
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|
2019
Q2 | $310K | Buy |
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|
2019
Q1 | $287K | Buy |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | $211K | Buy |
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|
2018
Q2 | $205K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $410K | Buy |
|
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $318K | Buy |
|
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|
2016
Q2 | $261K | Sell |
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|
2016
Q1 | $461K | Sell |
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|
2015
Q4 | $546K | Buy |
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|
2015
Q3 | $288K | Sell |
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|
2015
Q2 | $347K | Sell |
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|
2015
Q1 | $380K | Sell |
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|
2014
Q4 | $1.25M | Sell |
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|
2014
Q3 | $1.05M | Buy |
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|
2014
Q2 | $874K | Buy |
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|
2014
Q1 | $674K | Buy |
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|
2013
Q4 | $668K | Buy |
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|
2013
Q3 | $603K | Buy |
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