Morgan Stanley’s United Bancorp UBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Hold |
8,731
| – | – | ﹤0.01% | 6044 |
|
|
2025
Q1 | $117K | Sell |
8,731
-1,250
| -13% | -$16.8K | ﹤0.01% | 5944 |
|
|
2024
Q4 | $130K | Sell |
9,981
-300
| -3% | -$3.9K | ﹤0.01% | 5954 |
|
|
2024
Q3 | $135K | Hold |
10,281
| – | – | ﹤0.01% | 5886 |
|
|
2024
Q2 | $129K | Sell |
10,281
-300
| -3% | -$3.77K | ﹤0.01% | 5871 |
|
|
2024
Q1 | $153K | Sell |
10,581
-12,331
| -54% | -$178K | ﹤0.01% | 5827 |
|
|
2023
Q4 | $294K | Buy |
22,912
+17,887
| +356% | +$230K | ﹤0.01% | 5798 |
|
|
2023
Q3 | $58K | Hold |
5,025
| – | – | ﹤0.01% | 6106 |
|
|
2023
Q2 | $60.1K | Hold |
5,025
| – | – | ﹤0.01% | 6144 |
|
|
2023
Q1 | $72.9K | Sell |
5,025
-903
| -15% | -$13.1K | ﹤0.01% | 6132 |
|
|
2022
Q4 | $87.3K | Buy |
5,928
+3
| +0.1% | +$44 | ﹤0.01% | 6042 |
|
|
2022
Q3 | $95K | Hold |
5,925
| – | – | ﹤0.01% | 6103 |
|
|
2022
Q2 | $97K | Sell |
5,925
-742
| -11% | -$12.1K | ﹤0.01% | 6294 |
|
|
2022
Q1 | $121K | Buy |
6,667
+1,241
| +23% | +$22.5K | ﹤0.01% | 6206 |
|
|
2021
Q4 | $90K | Sell |
5,426
-3,507
| -39% | -$58.2K | ﹤0.01% | 6500 |
|
|
2021
Q3 | $128K | Buy |
8,933
+2,958
| +50% | +$42.4K | ﹤0.01% | 6226 |
|
|
2021
Q2 | $85K | Sell |
5,975
-7,700
| -56% | -$110K | ﹤0.01% | 6428 |
|
|
2021
Q1 | $196K | Buy |
13,675
+6,233
| +84% | +$89.3K | ﹤0.01% | 5670 |
|
|
2020
Q4 | $98K | Sell |
7,442
-500
| -6% | -$6.58K | ﹤0.01% | 5921 |
|
|
2020
Q3 | $100K | Sell |
7,942
-2,650
| -25% | -$33.4K | ﹤0.01% | 5440 |
|
|
2020
Q2 | $122K | Buy |
10,592
+150
| +1% | +$1.73K | ﹤0.01% | 5310 |
|
|
2020
Q1 | $115K | Sell |
10,442
-2,958
| -22% | -$32.6K | ﹤0.01% | 5134 |
|
|
2019
Q4 | $192K | Sell |
13,400
-400
| -3% | -$5.73K | ﹤0.01% | 5429 |
|
|
2019
Q3 | $154K | Sell |
13,800
-13,175
| -49% | -$147K | ﹤0.01% | 5264 |
|
|
2019
Q2 | $304K | Sell |
26,975
-1,124
| -4% | -$12.7K | ﹤0.01% | 4842 |
|
|
2019
Q1 | $305K | Sell |
28,099
-1,937
| -6% | -$21K | ﹤0.01% | 4834 |
|
|
2018
Q4 | $343K | Sell |
30,036
-2,018
| -6% | -$23K | ﹤0.01% | 5031 |
|
|
2018
Q3 | $422K | Sell |
32,054
-2,763
| -8% | -$36.4K | ﹤0.01% | 5091 |
|
|
2018
Q2 | $470K | Buy |
34,817
+2,233
| +7% | +$30.1K | ﹤0.01% | 5151 |
|
|
2018
Q1 | $422K | Buy |
32,584
+10,609
| +48% | +$137K | ﹤0.01% | 5104 |
|
|
2017
Q4 | $291K | Buy |
21,975
+2,200
| +11% | +$29.1K | ﹤0.01% | 5263 |
|
|
2017
Q3 | $238K | Buy |
19,775
+4,055
| +26% | +$48.8K | ﹤0.01% | 5268 |
|
|
2017
Q2 | $192K | Buy |
15,720
+2,635
| +20% | +$32.2K | ﹤0.01% | 5356 |
|
|
2017
Q1 | $161K | Buy |
13,085
+5,135
| +65% | +$63.2K | ﹤0.01% | 5418 |
|
|
2016
Q4 | $107K | Buy |
7,950
+4,650
| +141% | +$62.6K | ﹤0.01% | 5552 |
|
|
2016
Q3 | $36K | Buy |
3,300
+1,300
| +65% | +$14.2K | ﹤0.01% | 5715 |
|
|
2016
Q2 | $20K | Buy |
2,000
+792
| +66% | +$7.92K | ﹤0.01% | 5858 |
|
|
2016
Q1 | $11K | Sell |
1,208
-2,063
| -63% | -$18.8K | ﹤0.01% | 6111 |
|
|
2015
Q4 | $31K | Buy |
+3,271
| New | +$31K | ﹤0.01% | 5892 |
|
|
2015
Q3 | – | Sell |
-10
| Closed | – | – | 6725 |
|
|
2015
Q2 | $0 | Buy |
10
+1
| +11% | – | ﹤0.01% | 6750 |
|
|
2015
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 6656 |
|
|
2014
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 6670 |
|
|
2014
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 6663 |
|
|
2014
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 6604 |
|
|
2014
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 6547 |
|