Nisa Investment 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 | $119K | Sell |
3,240
-2,423
| -43% | -$89.1K | ﹤0.01% | 1345 |
|
|
2025
Q1 | $198K | Buy |
5,663
+7
| +0.1% | +$245 | ﹤0.01% | 1228 |
|
|
2024
Q4 | $214K | Buy |
5,656
+608
| +12% | +$23.1K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $189K | Sell |
5,048
-7,800
| -61% | -$292K | ﹤0.01% | 1292 |
|
|
2024
Q2 | $422K | Buy |
12,848
+6,323
| +97% | +$208K | ﹤0.01% | 1133 |
|
|
2024
Q1 | $236K | Buy |
6,525
+470
| +8% | +$17K | ﹤0.01% | 1268 |
|
|
2023
Q4 | $227K | Sell |
6,055
-21,845
| -78% | -$820K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $770K | Sell |
27,900
-119
| -0.4% | -$3.28K | 0.01% | 941 |
|
|
2023
Q2 | $831K | Sell |
28,019
-3,242
| -10% | -$96.2K | 0.01% | 924 |
|
|
2023
Q1 | $1.1M | Sell |
31,261
-7,000
| -18% | -$246K | 0.01% | 836 |
|
|
2022
Q4 | $1.55M | Hold |
38,261
| – | – | 0.01% | 800 |
|
|
2022
Q3 | $1.38M | Buy |
38,261
+121
| +0.3% | +$4.36K | 0.01% | 728 |
|
|
2022
Q2 | $1.34M | Buy |
38,140
+11,640
| +44% | +$408K | 0.01% | 745 |
|
|
2022
Q1 | $924K | Sell |
26,500
-1,000
| -4% | -$34.9K | 0.01% | 903 |
|
|
2021
Q4 | $972K | Buy |
27,500
+2,050
| +8% | +$72.5K | 0.01% | 840 |
|
|
2021
Q3 | $926 | Hold |
25,450
| – | – | 0.01% | 936 |
|
|
2021
Q2 | $929 | Hold |
25,450
| – | – | 0.01% | 965 |
|
|
2021
Q1 | $982 | Hold |
25,450
| – | – | 0.01% | 958 |
|
|
2020
Q4 | $825K | Sell |
25,450
-1,790
| -7% | -$58K | 0.01% | 1010 |
|
|
2020
Q3 | $585K | Buy |
27,240
+2,050
| +8% | +$44K | ﹤0.01% | 997 |
|
|
2020
Q2 | $697K | Buy |
25,190
+4,740
| +23% | +$131K | 0.01% | 910 |
|
|
2020
Q1 | $472K | Sell |
20,450
-33,300
| -62% | -$769K | 0.01% | 937 |
|
|
2019
Q4 | $2.08M | Buy |
53,750
+1,300
| +2% | +$50.3K | 0.02% | 628 |
|
|
2019
Q3 | $1.99M | Sell |
52,450
-375
| -0.7% | -$14.2K | 0.02% | 649 |
|
|
2019
Q2 | $1.96M | Sell |
52,825
-5,000
| -9% | -$185K | 0.02% | 643 |
|
|
2019
Q1 | $2.1M | Sell |
57,825
-150
| -0.3% | -$5.44K | 0.02% | 602 |
|
|
2018
Q4 | $1.8M | Buy |
57,975
+7,300
| +14% | +$227K | 0.02% | 597 |
|
|
2018
Q3 | $1.84M | Buy |
50,675
+10,900
| +27% | +$396K | 0.02% | 697 |
|
|
2018
Q2 | $1.45M | Hold |
39,775
| – | – | 0.01% | 701 |
|
|
2018
Q1 | $1.41M | Sell |
39,775
-825
| -2% | -$29.2K | 0.01% | 704 |
|
|
2017
Q4 | $1.41M | Buy |
40,600
+2,100
| +5% | +$73K | 0.01% | 722 |
|
|
2017
Q3 | $1.43M | Sell |
38,500
-5,800
| -13% | -$215K | 0.02% | 698 |
|
|
2017
Q2 | $1.72M | Sell |
44,300
-4,300
| -9% | -$167K | 0.02% | 638 |
|
|
2017
Q1 | $2.05M | Buy |
48,600
+450
| +0.9% | +$19K | 0.02% | 598 |
|
|
2016
Q4 | $2.23M | Buy |
48,150
+8,550
| +22% | +$395K | 0.03% | 571 |
|
|
2016
Q3 | $1.49M | Hold |
39,600
| – | – | 0.02% | 660 |
|
|
2016
Q2 | $1.49M | Hold |
39,600
| – | – | 0.02% | 635 |
|
|
2016
Q1 | $1.45M | Buy |
39,600
+10,000
| +34% | +$367K | 0.02% | 633 |
|
|
2015
Q4 | $1.1M | Hold |
29,600
| – | – | 0.02% | 718 |
|
|
2015
Q3 | $1.12M | Hold |
29,600
| – | – | 0.02% | 693 |
|
|
2015
Q2 | $1.19M | Sell |
29,600
-6,200
| -17% | -$249K | 0.02% | 716 |
|
|
2015
Q1 | $1.35M | Buy |
35,800
+1,000
| +3% | +$37.6K | 0.02% | 694 |
|
|
2014
Q4 | $1.3M | Sell |
34,800
-1,500
| -4% | -$56.2K | 0.02% | 694 |
|
|
2014
Q3 | $1.12M | Buy |
36,300
+3,000
| +9% | +$92.8K | 0.02% | 735 |
|
|
2014
Q2 | $1.08M | Sell |
33,300
-11,800
| -26% | -$382K | 0.02% | 780 |
|
|
2014
Q1 | $1.38M | Buy |
45,100
+8,700
| +24% | +$266K | 0.02% | 677 |
|
|
2013
Q4 | $1.15M | Buy |
36,400
+16,600
| +84% | +$522K | 0.02% | 755 |
|
|
2013
Q3 | $574K | Sell |
19,800
-3,000
| -13% | -$87K | 0.01% | 968 |
|
|
2013
Q2 | $603K | Buy |
+22,800
| New | +$603K | 0.01% | 934 |
|