Morgan Stanley’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $258K | Buy |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $532K | Buy |
|
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $234K | Sell |
|
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $532K | Sell |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $107K | Sell |
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|
2021
Q2 | $441K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $310K | Sell |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $193K | Buy |
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|
2019
Q4 | $260K | Buy |
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|
2019
Q3 | $183K | Buy |
|
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $93K | Sell |
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|
2018
Q4 | $444K | Buy |
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|
2018
Q3 | $434K | Sell |
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|
2018
Q2 | $518K | Buy |
|
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|
2018
Q1 | $502K | Buy |
|
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|
2017
Q4 | $485K | Buy |
|
|||||
|
2017
Q3 | $299K | Buy |
|
|||||
|
2017
Q2 | $235K | Sell |
|
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|
2017
Q1 | $305K | Sell |
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|
2016
Q4 | $625K | Buy |
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|
2016
Q3 | $118K | Buy |
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|
2016
Q2 | $111K | Sell |
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|
2016
Q1 | $101K | Buy |
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|
2015
Q4 | $86K | Buy |
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|
2015
Q3 | $82K | Sell |
|
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|
2015
Q2 | $86K | Sell |
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|
2015
Q1 | $112K | Sell |
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|
2014
Q4 | $113K | Sell |
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|
2014
Q3 | $120K | Buy |
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|
2014
Q2 | $93K | Buy |
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|
2014
Q1 | $82K | Buy |
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|
2013
Q4 | $68K | Buy |
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