McKinley Carter Wealth Services’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 | $1.13M | Buy |
30,895
+75
| +0.2% | +$2.73K | 0.06% | 159 |
|
|
2025
Q1 | $1.07M | Buy |
30,820
+7,206
| +31% | +$250K | 0.07% | 154 |
|
|
2024
Q4 | $887K | Buy |
23,614
+68
| +0.3% | +$2.55K | 0.05% | 163 |
|
|
2024
Q3 | $874K | Buy |
23,546
+89
| +0.4% | +$3.3K | 0.05% | 170 |
|
|
2024
Q2 | $761K | Buy |
23,457
+71
| +0.3% | +$2.3K | 0.05% | 175 |
|
|
2024
Q1 | $837K | Sell |
23,386
-11,202
| -32% | -$401K | 0.06% | 167 |
|
|
2023
Q4 | $1.3M | Buy |
34,588
+156
| +0.5% | +$5.86K | 0.1% | 131 |
|
|
2023
Q3 | $950K | Buy |
34,432
+251
| +0.7% | +$6.93K | 0.08% | 147 |
|
|
2023
Q2 | $1.01M | Buy |
34,181
+146
| +0.4% | +$4.33K | 0.08% | 147 |
|
|
2023
Q1 | $1.2M | Sell |
34,035
-200
| -0.6% | -$7.04K | 0.09% | 135 |
|
|
2022
Q4 | $1.39M | Sell |
34,235
-2
| -0% | -$81 | 0.12% | 120 |
|
|
2022
Q3 | $1.22M | Buy |
34,237
+613
| +2% | +$21.9K | 0.11% | 119 |
|
|
2022
Q2 | $1.18M | Sell |
33,624
-147
| -0.4% | -$5.15K | 0.1% | 125 |
|
|
2022
Q1 | $1.18M | Buy |
33,771
+138
| +0.4% | +$4.81K | 0.09% | 132 |
|
|
2021
Q4 | $1.22M | Buy |
33,633
+136
| +0.4% | +$4.93K | 0.09% | 137 |
|
|
2021
Q3 | $1.22M | Buy |
33,497
+130
| +0.4% | +$4.73K | 0.1% | 133 |
|
|
2021
Q2 | $1.22M | Buy |
33,367
+122
| +0.4% | +$4.45K | 0.1% | 133 |
|
|
2021
Q1 | $1.28M | Buy |
33,245
+12,120
| +57% | +$468K | 0.11% | 136 |
|
|
2020
Q4 | $684K | Sell |
21,125
-319
| -1% | -$10.3K | 0.09% | 146 |
|
|
2020
Q3 | $460K | Buy |
21,444
+53
| +0.2% | +$1.14K | 0.1% | 101 |
|
|
2020
Q2 | $592K | Buy |
21,391
+48
| +0.2% | +$1.33K | 0.15% | 90 |
|
|
2020
Q1 | $493K | Buy |
21,343
+867
| +4% | +$20K | 0.15% | 89 |
|
|
2019
Q4 | $792K | Buy |
20,476
+81
| +0.4% | +$3.13K | 0.19% | 89 |
|
|
2019
Q3 | $772K | Sell |
20,395
-12
| -0.1% | -$454 | 0.2% | 87 |
|
|
2019
Q2 | $757K | Sell |
20,407
-730
| -3% | -$27.1K | 0.2% | 87 |
|
|
2019
Q1 | $766K | Sell |
21,137
-38,503
| -65% | -$1.4M | 0.22% | 86 |
|
|
2018
Q4 | $1.86M | Buy |
59,640
+1,431
| +2% | +$44.5K | 0.61% | 47 |
|
|
2018
Q3 | $2.12M | Sell |
58,209
-189
| -0.3% | -$6.87K | 0.63% | 44 |
|
|
2018
Q2 | $2.13M | Buy |
58,398
+56
| +0.1% | +$2.04K | 0.68% | 41 |
|
|
2018
Q1 | $2.06M | Sell |
58,342
-370
| -0.6% | -$13K | 0.67% | 39 |
|
|
2017
Q4 | $2.04M | Buy |
58,712
+40,411
| +221% | +$1.4M | 0.7% | 41 |
|
|
2017
Q3 | $680K | Buy |
18,301
+1,882
| +11% | +$69.9K | 0.26% | 73 |
|
|
2017
Q2 | $644K | Sell |
16,419
-1,588
| -9% | -$62.3K | 0.28% | 67 |
|
|
2017
Q1 | $761K | Buy |
18,007
+513
| +3% | +$21.7K | 0.35% | 64 |
|
|
2016
Q4 | $809K | Sell |
17,494
-216
| -1% | -$9.99K | 0.41% | 58 |
|
|
2016
Q3 | $667K | Buy |
17,710
+35
| +0.2% | +$1.32K | 0.34% | 66 |
|
|
2016
Q2 | $663K | Buy |
17,675
+297
| +2% | +$11.1K | 0.35% | 64 |
|
|
2016
Q1 | $638K | Sell |
17,378
-2,036
| -10% | -$74.7K | 0.35% | 71 |
|
|
2015
Q4 | $718K | Sell |
19,414
-38
| -0.2% | -$1.41K | 0.41% | 60 |
|
|
2015
Q3 | $739K | Sell |
19,452
-93,215
| -83% | -$3.54M | 0.46% | 59 |
|
|
2015
Q2 | $4.53M | Buy |
112,667
+93,202
| +479% | +$3.75M | 2.46% | 7 |
|
|
2015
Q1 | $731K | Buy |
19,465
+8,371
| +75% | +$314K | 0.47% | 58 |
|
|
2014
Q4 | $415K | Sell |
11,094
-49
| -0.4% | -$1.83K | 0.32% | 65 |
|
|
2014
Q3 | $345K | Sell |
11,143
-333
| -3% | -$10.3K | 0.33% | 61 |
|
|
2014
Q2 | $371K | Buy |
11,476
+333
| +3% | +$10.8K | 0.39% | 53 |
|
|
2014
Q1 | $341K | Sell |
11,143
-135,113
| -92% | -$4.13M | 0.37% | 61 |
|
|
2013
Q4 | $4.6M | Buy |
146,256
+81,869
| +127% | +$2.57M | 4.48% | 3 |
|
|
2013
Q3 | $1.87M | Buy |
64,387
+53,508
| +492% | +$1.55M | 2.21% | 18 |
|
|
2013
Q2 | $288K | Buy |
+10,879
| New | +$288K | 0.44% | 48 |
|