Oppenheimer Asset 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 | $4.1M | Buy |
112,662
+2,731
| +2% | +$99.5K | 0.05% | 389 |
|
|
2025
Q1 | $3.81M | Buy |
109,931
+2,015
| +2% | +$69.9K | 0.05% | 373 |
|
|
2024
Q4 | $4.05M | Buy |
107,916
+1,822
| +2% | +$68.4K | 0.05% | 361 |
|
|
2024
Q3 | $3.94M | Sell |
106,094
-123
| -0.1% | -$4.56K | 0.05% | 382 |
|
|
2024
Q2 | $3.45M | Buy |
106,217
+22,565
| +27% | +$732K | 0.04% | 394 |
|
|
2024
Q1 | $2.99M | Sell |
83,652
-16,078
| -16% | -$575K | 0.04% | 383 |
|
|
2023
Q4 | $3.74M | Buy |
99,730
+24,002
| +32% | +$901K | 0.05% | 362 |
|
|
2023
Q3 | $2.09M | Sell |
75,728
-85
| -0.1% | -$2.35K | 0.03% | 478 |
|
|
2023
Q2 | $2.25M | Buy |
75,813
+5,575
| +8% | +$165K | 0.03% | 469 |
|
|
2023
Q1 | $2.47M | Buy |
70,238
+1,409
| +2% | +$49.6K | 0.04% | 437 |
|
|
2022
Q4 | $2.79M | Sell |
68,829
-826
| -1% | -$33.4K | 0.04% | 395 |
|
|
2022
Q3 | $2.49M | Buy |
69,655
+1,975
| +3% | +$70.6K | 0.04% | 401 |
|
|
2022
Q2 | $2.37M | Sell |
67,680
-2,004
| -3% | -$70.3K | 0.04% | 419 |
|
|
2022
Q1 | $2.43M | Buy |
69,684
+210
| +0.3% | +$7.33K | 0.03% | 477 |
|
|
2021
Q4 | $2.52M | Buy |
69,474
+4,393
| +7% | +$159K | 0.03% | 479 |
|
|
2021
Q3 | $2.37M | Buy |
65,081
+16,310
| +33% | +$593K | 0.03% | 483 |
|
|
2021
Q2 | $1.78M | Buy |
48,771
+10,095
| +26% | +$368K | 0.03% | 571 |
|
|
2021
Q1 | $1.49M | Buy |
38,676
+1,073
| +3% | +$41.4K | 0.02% | 604 |
|
|
2020
Q4 | $1.22M | Sell |
37,603
-496
| -1% | -$16.1K | 0.02% | 622 |
|
|
2020
Q3 | $818K | Sell |
38,099
-566
| -1% | -$12.2K | 0.02% | 679 |
|
|
2020
Q2 | $1.07M | Sell |
38,665
-1,087
| -3% | -$30.1K | 0.02% | 579 |
|
|
2020
Q1 | $917K | Sell |
39,752
-1,805
| -4% | -$41.6K | 0.02% | 576 |
|
|
2019
Q4 | $1.61M | Sell |
41,557
-343
| -0.8% | -$13.3K | 0.03% | 484 |
|
|
2019
Q3 | $1.59M | Sell |
41,900
-710
| -2% | -$26.9K | 0.04% | 464 |
|
|
2019
Q2 | $1.58M | Sell |
42,610
-1,589
| -4% | -$58.9K | 0.03% | 471 |
|
|
2019
Q1 | $1.6M | Sell |
44,199
-1,695
| -4% | -$61.4K | 0.04% | 459 |
|
|
2018
Q4 | $1.43M | Sell |
45,894
-2,108
| -4% | -$65.6K | 0.04% | 455 |
|
|
2018
Q3 | $1.75M | Buy |
48,002
+14
| +0% | +$509 | 0.04% | 453 |
|
|
2018
Q2 | $1.75M | Buy |
47,988
+5
| +0% | +$182 | 0.04% | 426 |
|
|
2018
Q1 | $1.69M | Buy |
47,983
+15,472
| +48% | +$545K | 0.04% | 427 |
|
|
2017
Q4 | $1.21M | Hold |
32,511
| – | – | 0.03% | 541 |
|
|
2017
Q3 | $1.21M | Sell |
32,511
-602
| -2% | -$22.4K | 0.03% | 544 |
|
|
2017
Q2 | $1.3M | Buy |
33,113
+182
| +0.6% | +$7.13K | 0.04% | 503 |
|
|
2017
Q1 | $1.39M | Buy |
+32,931
| New | +$1.39M | 0.04% | 457 |
|