NorthStar Asset Management (Pennsylvania)’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 | $314K | Sell |
8,632
-1,436
| -14% | -$52.3K | 0.07% | 121 |
|
|
2025
Q1 | $349K | Hold |
10,068
| – | – | 0.08% | 118 |
|
|
2024
Q4 | $378K | Sell |
10,068
-4,000
| -28% | -$150K | 0.09% | 113 |
|
|
2024
Q3 | $522K | Hold |
14,068
| – | – | 0.12% | 91 |
|
|
2024
Q2 | $456K | Sell |
14,068
-3,200
| -19% | -$104K | 0.11% | 97 |
|
|
2024
Q1 | $618K | Hold |
17,268
| – | – | 0.15% | 85 |
|
|
2023
Q4 | $648K | Hold |
17,268
| – | – | 0.17% | 83 |
|
|
2023
Q3 | $476K | Hold |
17,268
| – | – | 0.14% | 90 |
|
|
2023
Q2 | $512K | Hold |
17,268
| – | – | 0.14% | 88 |
|
|
2023
Q1 | $608K | Hold |
17,268
| – | – | 0.18% | 81 |
|
|
2022
Q4 | $699K | Hold |
17,268
| – | – | 0.22% | 75 |
|
|
2022
Q3 | $617K | Hold |
17,268
| – | – | 0.21% | 75 |
|
|
2022
Q2 | $606K | Hold |
17,268
| – | – | 0.19% | 81 |
|
|
2022
Q1 | $602K | Hold |
17,268
| – | – | 0.15% | 89 |
|
|
2021
Q4 | $626K | Hold |
17,268
| – | – | 0.15% | 89 |
|
|
2021
Q3 | $628K | Hold |
17,268
| – | – | 0.16% | 86 |
|
|
2021
Q2 | $630K | Buy |
17,268
+10
| +0.1% | +$365 | 0.17% | 86 |
|
|
2021
Q1 | $666K | Hold |
17,258
| – | – | 0.19% | 81 |
|
|
2020
Q4 | $559K | Hold |
17,258
| – | – | 0.16% | 85 |
|
|
2020
Q3 | $371K | Hold |
17,258
| – | – | 0.12% | 95 |
|
|
2020
Q2 | $477K | Sell |
17,258
-589
| -3% | -$16.3K | 0.17% | 83 |
|
|
2020
Q1 | $412K | Hold |
17,847
| – | – | 0.19% | 81 |
|
|
2019
Q4 | $690K | Hold |
17,847
| – | – | 0.26% | 71 |
|
|
2019
Q3 | $676K | Buy |
17,847
+589
| +3% | +$22.3K | 0.26% | 71 |
|
|
2019
Q2 | $640K | Hold |
17,258
| – | – | 0.25% | 70 |
|
|
2019
Q1 | $625K | Hold |
17,258
| – | – | 0.25% | 72 |
|
|
2018
Q4 | $537K | Hold |
17,258
| – | – | 0.25% | 73 |
|
|
2018
Q3 | $627K | Hold |
17,258
| – | – | 0.24% | 74 |
|
|
2018
Q2 | $628K | Hold |
17,258
| – | – | 0.26% | 74 |
|
|
2018
Q1 | $608K | Hold |
17,258
| – | – | 0.26% | 76 |
|
|
2017
Q4 | $600K | Hold |
17,258
| – | – | 0.25% | 75 |
|
|
2017
Q3 | $641K | Hold |
17,258
| – | – | 0.28% | 76 |
|
|
2017
Q2 | $677K | Buy |
17,258
+7,100
| +70% | +$279K | 0.3% | 73 |
|
|
2017
Q1 | $429K | Hold |
10,158
| – | – | 0.19% | 86 |
|
|
2016
Q4 | $470K | Hold |
10,158
| – | – | 0.21% | 82 |
|
|
2016
Q3 | $383K | Hold |
10,158
| – | – | 0.16% | 92 |
|
|
2016
Q2 | $381K | Hold |
10,158
| – | – | 0.16% | 91 |
|
|
2016
Q1 | $373K | Hold |
10,158
| – | – | 0.16% | 90 |
|
|
2015
Q4 | $376K | Hold |
10,158
| – | – | 0.16% | 83 |
|
|
2015
Q3 | $386K | Hold |
10,158
| – | – | 0.17% | 82 |
|
|
2015
Q2 | $409K | Hold |
10,158
| – | – | 0.17% | 82 |
|
|
2015
Q1 | $382K | Hold |
10,158
| – | – | 0.16% | 85 |
|
|
2014
Q4 | $380K | Hold |
10,158
| – | – | 0.16% | 84 |
|
|
2014
Q3 | $314K | Hold |
10,158
| – | – | 0.14% | 87 |
|
|
2014
Q2 | $328K | Hold |
10,158
| – | – | 0.14% | 87 |
|
|
2014
Q1 | $311K | Hold |
10,158
| – | – | 0.14% | 82 |
|
|
2013
Q4 | $319K | Hold |
10,158
| – | – | 0.15% | 75 |
|
|
2013
Q3 | $294K | Buy |
+10,158
| New | +$294K | 0.15% | 74 |
|