Moors & Cabot’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 | – | Sell |
-22,749
| Closed | -$789K | – | 921 |
|
|
2025
Q1 | $789K | Hold |
22,749
| – | – | 0.04% | 374 |
|
|
2024
Q4 | $854K | Buy |
22,749
+939
| +4% | +$35.3K | 0.04% | 361 |
|
|
2024
Q3 | $809K | Hold |
21,810
| – | – | 0.04% | 383 |
|
|
2024
Q2 | $708K | Sell |
21,810
-212
| -1% | -$6.88K | 0.04% | 386 |
|
|
2024
Q1 | $788K | Sell |
22,022
-28
| -0.1% | -$1K | 0.04% | 357 |
|
|
2023
Q4 | $828K | Sell |
22,050
-37
| -0.2% | -$1.39K | 0.05% | 316 |
|
|
2023
Q3 | $609K | Buy |
22,087
+601
| +3% | +$16.6K | 0.04% | 376 |
|
|
2023
Q2 | $637K | Sell |
21,486
-181
| -0.8% | -$5.37K | 0.04% | 375 |
|
|
2023
Q1 | $763K | Buy |
21,667
+207
| +1% | +$7.29K | 0.05% | 317 |
|
|
2022
Q4 | $869K | Sell |
21,460
-207
| -1% | -$8.38K | 0.06% | 295 |
|
|
2022
Q3 | $775K | Buy |
+21,667
| New | +$775K | 0.06% | 297 |
|