Morgan Stanley’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 | $42.4M | Buy |
1,163,315
+414,221
| +55% | +$15.1M | ﹤0.01% | 2084 |
|
|
2025
Q1 | $26M | Sell |
749,094
-174,966
| -19% | -$6.07M | ﹤0.01% | 2433 |
|
|
2024
Q4 | $34.7M | Buy |
924,060
+33,981
| +4% | +$1.28M | ﹤0.01% | 2183 |
|
|
2024
Q3 | $33M | Buy |
890,079
+157,419
| +21% | +$5.84M | ﹤0.01% | 2271 |
|
|
2024
Q2 | $23.8M | Sell |
732,660
-114,512
| -14% | -$3.71M | ﹤0.01% | 2467 |
|
|
2024
Q1 | $30.3M | Sell |
847,172
-1,102,862
| -57% | -$39.5M | ﹤0.01% | 2232 |
|
|
2023
Q4 | $73.2M | Buy |
1,950,034
+1,136,440
| +140% | +$42.7M | ﹤0.01% | 2043 |
|
|
2023
Q3 | $22.4M | Sell |
813,594
-450,719
| -36% | -$12.4M | ﹤0.01% | 2328 |
|
|
2023
Q2 | $37.5M | Buy |
1,264,313
+79,324
| +7% | +$2.35M | ﹤0.01% | 1860 |
|
|
2023
Q1 | $41.7M | Sell |
1,184,989
-205,843
| -15% | -$7.25M | ﹤0.01% | 1709 |
|
|
2022
Q4 | $56.3M | Buy |
1,390,832
+388,313
| +39% | +$15.7M | 0.01% | 1399 |
|
|
2022
Q3 | $35.8M | Buy |
1,002,519
+195,211
| +24% | +$6.98M | ﹤0.01% | 1586 |
|
|
2022
Q2 | $28.3M | Buy |
807,308
+448,308
| +125% | +$15.7M | ﹤0.01% | 1905 |
|
|
2022
Q1 | $12.5M | Sell |
359,000
-17,667
| -5% | -$616K | ﹤0.01% | 2649 |
|
|
2021
Q4 | $13.7M | Sell |
376,667
-3,338
| -0.9% | -$121K | ﹤0.01% | 2572 |
|
|
2021
Q3 | $13.8M | Sell |
380,005
-184,424
| -33% | -$6.71M | ﹤0.01% | 2527 |
|
|
2021
Q2 | $20.6M | Buy |
564,429
+207,136
| +58% | +$7.56M | ﹤0.01% | 2112 |
|
|
2021
Q1 | $13.8M | Sell |
357,293
-56,909
| -14% | -$2.2M | ﹤0.01% | 2312 |
|
|
2020
Q4 | $13.4M | Sell |
414,202
-141,899
| -26% | -$4.6M | ﹤0.01% | 2208 |
|
|
2020
Q3 | $11.9M | Buy |
556,101
+260,945
| +88% | +$5.6M | ﹤0.01% | 1886 |
|
|
2020
Q2 | $8.16M | Sell |
295,156
-29,027
| -9% | -$803K | ﹤0.01% | 2156 |
|
|
2020
Q1 | $7.48M | Sell |
324,183
-114,267
| -26% | -$2.64M | ﹤0.01% | 2054 |
|
|
2019
Q4 | $17M | Buy |
438,450
+149,330
| +52% | +$5.77M | ﹤0.01% | 1812 |
|
|
2019
Q3 | $10.9M | Buy |
289,120
+18,280
| +7% | +$692K | ﹤0.01% | 2027 |
|
|
2019
Q2 | $10M | Sell |
270,840
-23,066
| -8% | -$856K | ﹤0.01% | 2157 |
|
|
2019
Q1 | $10.7M | Sell |
293,906
-169,245
| -37% | -$6.13M | ﹤0.01% | 1985 |
|
|
2018
Q4 | $14.4M | Sell |
463,151
-65,362
| -12% | -$2.03M | ﹤0.01% | 1750 |
|
|
2018
Q3 | $19.2M | Sell |
528,513
-27,599
| -5% | -$1M | ﹤0.01% | 1732 |
|
|
2018
Q2 | $20.2M | Sell |
556,112
-113,057
| -17% | -$4.12M | 0.01% | 1638 |
|
|
2018
Q1 | $23.6M | Buy |
669,169
+138,430
| +26% | +$4.88M | 0.01% | 1520 |
|
|
2017
Q4 | $18.4M | Buy |
530,739
+72,983
| +16% | +$2.54M | 0.01% | 1745 |
|
|
2017
Q3 | $17M | Buy |
457,756
+113,599
| +33% | +$4.22M | 0.01% | 1721 |
|
|
2017
Q2 | $13.5M | Buy |
344,157
+158,389
| +85% | +$6.21M | ﹤0.01% | 1880 |
|
|
2017
Q1 | $7.85M | Sell |
185,768
-100,119
| -35% | -$4.23M | ﹤0.01% | 2439 |
|
|
2016
Q4 | $13.2M | Buy |
285,887
+178,110
| +165% | +$8.24M | ﹤0.01% | 1959 |
|
|
2016
Q3 | $4.06M | Buy |
107,777
+17,123
| +19% | +$645K | ﹤0.01% | 2877 |
|
|
2016
Q2 | $3.4M | Buy |
90,654
+7,395
| +9% | +$277K | ﹤0.01% | 2959 |
|
|
2016
Q1 | $3.05M | Sell |
83,259
-53,225
| -39% | -$1.95M | ﹤0.01% | 2969 |
|
|
2015
Q4 | $5.05M | Buy |
136,484
+9,703
| +8% | +$359K | ﹤0.01% | 2654 |
|
|
2015
Q3 | $4.82M | Sell |
126,781
-553
| -0.4% | -$21K | ﹤0.01% | 2692 |
|
|
2015
Q2 | $5.12M | Sell |
127,334
-659
| -0.5% | -$26.5K | ﹤0.01% | 2777 |
|
|
2015
Q1 | $4.81M | Sell |
127,993
-1,935
| -1% | -$72.7K | ﹤0.01% | 2793 |
|
|
2014
Q4 | $4.87M | Sell |
129,928
-2,802
| -2% | -$105K | ﹤0.01% | 2752 |
|
|
2014
Q3 | $4.11M | Buy |
132,730
+2,394
| +2% | +$74K | ﹤0.01% | 2798 |
|
|
2014
Q2 | $4.21M | Buy |
130,336
+9,346
| +8% | +$302K | ﹤0.01% | 2813 |
|
|
2014
Q1 | $3.7M | Buy |
120,990
+4,837
| +4% | +$148K | ﹤0.01% | 2859 |
|
|
2013
Q4 | $3.65M | Buy |
116,153
+15,963
| +16% | +$502K | ﹤0.01% | 2876 |
|
|
2013
Q3 | $2.9M | Buy |
100,190
+29,175
| +41% | +$845K | ﹤0.01% | 2924 |
|
|
2013
Q2 | $1.88M | Buy |
+71,015
| New | +$1.88M | ﹤0.01% | 3204 |
|