NewEdge Advisors’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 | $1.49M | Buy |
40,979
+690
| +2% | +$25.1K | 0.01% | 1074 |
|
|
2025
Q1 | $1.4M | Buy |
40,289
+1,299
| +3% | +$45K | 0.01% | 1018 |
|
|
2024
Q4 | $1.46M | Buy |
38,990
+3,396
| +10% | +$128K | 0.01% | 975 |
|
|
2024
Q3 | $1.32M | Buy |
35,594
+347
| +1% | +$12.9K | 0.01% | 974 |
|
|
2024
Q2 | $1.14M | Buy |
35,247
+147
| +0.4% | +$4.77K | 0.01% | 1005 |
|
|
2024
Q1 | $1.26M | Buy |
35,100
+23,906
| +214% | +$856K | 0.01% | 884 |
|
|
2023
Q4 | $420K | Buy |
11,194
+145
| +1% | +$5.45K | ﹤0.01% | 1372 |
|
|
2023
Q3 | $305K | Buy |
11,049
+131
| +1% | +$3.61K | ﹤0.01% | 1423 |
|
|
2023
Q2 | $324K | Hold |
10,918
| – | – | ﹤0.01% | 1423 |
|
|
2023
Q1 | $323K | Sell |
10,918
-485
| -4% | -$14.4K | ﹤0.01% | 1341 |
|
|
2022
Q4 | $461K | Sell |
11,403
-7,746
| -40% | -$313K | 0.01% | 819 |
|
|
2022
Q3 | $684K | Sell |
19,149
-482
| -2% | -$17.2K | 0.01% | 815 |
|
|
2022
Q2 | $688K | Buy |
19,631
+412
| +2% | +$14.4K | 0.01% | 837 |
|
|
2022
Q1 | $670K | Buy |
19,219
+108
| +0.6% | +$3.77K | 0.01% | 759 |
|
|
2021
Q4 | $693K | Buy |
+19,111
| New | +$693K | 0.01% | 918 |
|
|
2017
Q3 | – | Sell |
-218
| Closed | -$8.27K | – | 1076 |
|
|
2017
Q2 | $8.27K | Sell |
218
-7,264
| -97% | -$276K | ﹤0.01% | 1024 |
|
|
2017
Q1 | $308K | Sell |
7,482
-20
| -0.3% | -$823 | 0.07% | 205 |
|
|
2016
Q4 | $340K | Buy |
+7,502
| New | +$340K | 0.09% | 179 |
|