Northwestern Mutual Investment Management Company’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 | $1.15M | Sell |
31,642
-101
| -0.3% | -$3.68K | 0.02% | 500 |
|
|
2025
Q1 | $1.1M | Buy |
31,743
+1,761
| +6% | +$61.1K | 0.02% | 499 |
|
|
2024
Q4 | $1.13M | Buy |
29,982
+53
| +0.2% | +$1.99K | 0.02% | 508 |
|
|
2024
Q3 | $1.11M | Sell |
29,929
-173
| -0.6% | -$6.42K | 0.03% | 521 |
|
|
2024
Q2 | $977K | Buy |
30,102
+76
| +0.3% | +$2.47K | 0.03% | 534 |
|
|
2024
Q1 | $1.07M | Buy |
30,026
+7
| +0% | +$251 | 0.03% | 506 |
|
|
2023
Q4 | $1.13M | Buy |
30,019
+93
| +0.3% | +$3.49K | 0.03% | 461 |
|
|
2023
Q3 | $826K | Buy |
29,926
+16
| +0.1% | +$441 | 0.02% | 542 |
|
|
2023
Q2 | $887K | Buy |
29,910
+121
| +0.4% | +$3.59K | 0.02% | 541 |
|
|
2023
Q1 | $1.05M | Buy |
29,789
+17,327
| +139% | +$610K | 0.03% | 433 |
|
|
2022
Q4 | $505K | Sell |
12,462
-6,975
| -36% | -$282K | 0.01% | 507 |
|
|
2022
Q3 | $695K | Sell |
19,437
-3,280
| -14% | -$117K | 0.02% | 476 |
|
|
2022
Q2 | $797K | Buy |
22,717
+64
| +0.3% | +$2.25K | 0.02% | 482 |
|
|
2022
Q1 | $790K | Buy |
22,653
+54
| +0.2% | +$1.88K | 0.02% | 583 |
|
|
2021
Q4 | $820K | Buy |
22,599
+1,256
| +6% | +$45.6K | 0.02% | 612 |
|
|
2021
Q3 | $776K | Sell |
21,343
-1,002
| -4% | -$36.4K | 0.02% | 615 |
|
|
2021
Q2 | $816K | Buy |
22,345
+831
| +4% | +$30.3K | 0.01% | 587 |
|
|
2021
Q1 | $830K | Sell |
21,514
-23,102
| -52% | -$891K | 0.01% | 554 |
|
|
2020
Q4 | $1.45M | Buy |
44,616
+361
| +0.8% | +$11.7K | 0.02% | 465 |
|
|
2020
Q3 | $1.22M | Hold |
44,255
| – | – | 0.02% | 448 |
|
|
2020
Q2 | $1.22M | Buy |
44,255
+8,986
| +25% | +$249K | 0.02% | 449 |
|
|
2020
Q1 | $814K | Buy |
35,269
+6,270
| +22% | +$145K | 0.01% | 523 |
|
|
2019
Q4 | $1.12M | Sell |
28,999
-48
| -0.2% | -$1.86K | 0.02% | 448 |
|
|
2019
Q3 | $1.1M | Sell |
29,047
-77
| -0.3% | -$2.92K | 0.02% | 441 |
|
|
2019
Q2 | $1.08M | Buy |
29,124
+10,959
| +60% | +$406K | 0.03% | 436 |
|
|
2019
Q1 | $658K | Sell |
18,165
-1,340
| -7% | -$48.5K | 0.01% | 724 |
|
|
2018
Q4 | $607K | Sell |
19,505
-64
| -0.3% | -$1.99K | 0.01% | 727 |
|
|
2018
Q3 | $711K | Sell |
19,569
-1,097
| -5% | -$39.9K | 0.01% | 740 |
|
|
2018
Q2 | $752K | Sell |
20,666
-828
| -4% | -$30.1K | 0.01% | 735 |
|
|
2018
Q1 | $758K | Buy |
21,494
+7,744
| +56% | +$273K | 0.01% | 726 |
|
|
2017
Q4 | $478K | Buy |
13,750
+20
| +0.1% | +$695 | 0.01% | 722 |
|
|
2017
Q3 | $510K | Sell |
13,730
-4,318
| -24% | -$160K | 0.01% | 697 |
|
|
2017
Q2 | $707K | Buy |
+18,048
| New | +$707K | 0.01% | 665 |
|