Naples Global Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $203K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $213K | Hold |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $354K | Hold |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $361K | Sell |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $375K | Sell |
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|
2020
Q1 | $344K | Sell |
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|
2019
Q4 | $580K | Hold |
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|
2019
Q3 | $568K | Hold |
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|
2019
Q2 | $556K | Hold |
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|
2019
Q1 | $544K | Buy |
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|
2018
Q4 | $473K | Sell |
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|
2018
Q3 | $536K | Sell |
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|
2018
Q2 | $557K | Buy |
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|
2018
Q1 | $490K | Buy |
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