Northwestern Mutual Wealth Management’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 | $2.02M | Buy |
55,522
+47,303
| +576% | +$1.72M | ﹤0.01% | 934 |
|
|
2025
Q1 | $285K | Hold |
8,219
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q4 | $309K | Hold |
8,219
| – | – | ﹤0.01% | 1488 |
|
|
2024
Q3 | $305K | Sell |
8,219
-99
| -1% | -$3.67K | ﹤0.01% | 1485 |
|
|
2024
Q2 | $270K | Sell |
8,318
-67
| -0.8% | -$2.17K | ﹤0.01% | 1467 |
|
|
2024
Q1 | $300K | Buy |
8,385
+273
| +3% | +$9.77K | ﹤0.01% | 1409 |
|
|
2023
Q4 | $305K | Buy |
8,112
+500
| +7% | +$18.8K | ﹤0.01% | 1369 |
|
|
2023
Q3 | $210K | Buy |
7,612
+100
| +1% | +$2.76K | ﹤0.01% | 1440 |
|
|
2023
Q2 | $223K | Hold |
7,512
| – | – | ﹤0.01% | 1422 |
|
|
2023
Q1 | $264K | Sell |
7,512
-1,599
| -18% | -$56.3K | ﹤0.01% | 1340 |
|
|
2022
Q4 | $369K | Buy |
9,111
+1,389
| +18% | +$56.2K | ﹤0.01% | 1211 |
|
|
2022
Q3 | $276K | Buy |
7,722
+6
| +0.1% | +$214 | ﹤0.01% | 1280 |
|
|
2022
Q2 | $271K | Buy |
7,716
+5
| +0.1% | +$176 | ﹤0.01% | 1292 |
|
|
2022
Q1 | $269K | Buy |
7,711
+506
| +7% | +$17.7K | ﹤0.01% | 1322 |
|
|
2021
Q4 | $261K | Buy |
7,205
+1,604
| +29% | +$58.1K | ﹤0.01% | 1323 |
|
|
2021
Q3 | $204K | Sell |
5,601
-357
| -6% | -$13K | ﹤0.01% | 1337 |
|
|
2021
Q2 | $217K | Buy |
5,958
+367
| +7% | +$13.4K | ﹤0.01% | 1293 |
|
|
2021
Q1 | $216K | Buy |
5,591
+6
| +0.1% | +$232 | ﹤0.01% | 1216 |
|
|
2020
Q4 | $181K | Buy |
5,585
+8
| +0.1% | +$259 | ﹤0.01% | 1176 |
|
|
2020
Q3 | $120K | Buy |
5,577
+7
| +0.1% | +$151 | ﹤0.01% | 1208 |
|
|
2020
Q2 | $154K | Buy |
5,570
+4,759
| +587% | +$132K | ﹤0.01% | 1058 |
|
|
2020
Q1 | $19K | Sell |
811
-18
| -2% | -$422 | ﹤0.01% | 1721 |
|
|
2019
Q4 | $32K | Buy |
829
+45
| +6% | +$1.74K | ﹤0.01% | 1597 |
|
|
2019
Q3 | $30K | Buy |
784
+5
| +0.6% | +$191 | ﹤0.01% | 1595 |
|
|
2019
Q2 | $29K | Sell |
779
-45
| -5% | -$1.68K | ﹤0.01% | 1591 |
|
|
2019
Q1 | $30K | Buy |
824
+55
| +7% | +$2K | ﹤0.01% | 1562 |
|
|
2018
Q4 | $24K | Sell |
769
-64
| -8% | -$2K | ﹤0.01% | 1531 |
|
|
2018
Q3 | $30K | Buy |
833
+73
| +10% | +$2.63K | ﹤0.01% | 1503 |
|
|
2018
Q2 | $28K | Buy |
760
+4
| +0.5% | +$147 | ﹤0.01% | 1482 |
|
|
2018
Q1 | $27K | Buy |
756
+5
| +0.7% | +$179 | ﹤0.01% | 1425 |
|
|
2017
Q4 | $26K | Buy |
751
+4
| +0.5% | +$138 | ﹤0.01% | 1421 |
|
|
2017
Q3 | $28K | Buy |
747
+292
| +64% | +$10.9K | ﹤0.01% | 1354 |
|
|
2017
Q2 | $18K | Buy |
+455
| New | +$18K | ﹤0.01% | 1433 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$9K | – | 2404 |
|
|
2016
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1664 |
|
|
2015
Q3 | – | Sell |
-58
| Closed | -$2K | – | 1838 |
|
|
2015
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 1280 |
|
|
2015
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 1400 |
|
|
2014
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1551 |
|
|
2014
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 1214 |
|
|
2014
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 1168 |
|
|
2014
Q1 | $2K | Sell |
58
-292
| -83% | -$10.1K | ﹤0.01% | 1157 |
|
|
2013
Q4 | $11K | Hold |
350
| – | – | ﹤0.01% | 907 |
|
|
2013
Q3 | $10K | Hold |
350
| – | – | ﹤0.01% | 880 |
|
|
2013
Q2 | $10K | Buy |
+350
| New | +$10K | ﹤0.01% | 851 |
|