Northwestern Mutual Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Sell |
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|
2025
Q2 | $2.02M | Buy |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $181K | Buy |
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|
2020
Q3 | $120K | Buy |
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|
2020
Q2 | $154K | Buy |
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|
2020
Q1 | $19K | Sell |
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|
2019
Q4 | $32K | Buy |
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|
2019
Q3 | $30K | Buy |
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|
2019
Q2 | $29K | Sell |
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|
2019
Q1 | $30K | Buy |
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|
2018
Q4 | $24K | Sell |
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|
2018
Q3 | $30K | Buy |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | $27K | Buy |
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|
2017
Q4 | $26K | Buy |
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|
2017
Q3 | $28K | Buy |
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|
2017
Q2 | $18K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $9K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Hold |
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|
2014
Q4 | $2K | Hold |
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|
2014
Q3 | $2K | Hold |
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|
2014
Q2 | $2K | Hold |
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|
2014
Q1 | $2K | Sell |
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|
2013
Q4 | $11K | Hold |
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|
2013
Q3 | $10K | Hold |
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|
2013
Q2 | $10K | Buy |
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