O'Shaughnessy Asset 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
2026 Q1	$1.14M	Buy	27,549 +8,189	+42%	+$340K	0.01%	1119
2025 Q4	$743K	Sell	19,360 -726	-4%	-$27K	﹤0.01%	1291
2025 Q3	$747K	Buy	20,086 +2,356	+13%	+$87.8K	﹤0.01%	1269
2025 Q2	$646K	Buy	17,730 +1,016	+6%	+$35.7K	﹤0.01%	1248
2025 Q1	$579K	Sell	16,714 -4,952	-23%	-$181K	﹤0.01%	1243
2024 Q4	$814K	Sell	21,666 -38	-0.2%	-$1.5K	0.01%	1052
2024 Q3	$813K	Buy	21,704 +14,675	+209%	+$536K	0.01%	992
2024 Q2	$228K	Sell	7,029 -1,480	-17%	-$48.9K	﹤0.01%	1488
2024 Q1	$305K	Buy	+8,509	New	+$301K	﹤0.01%	1310
2023 Q2	–	Sell	-8,818	Closed	-$310K	–	1579
2023 Q1	$310K	Sell	8,818 -818	-8%	-$32.1K	﹤0.01%	1036
2022 Q4	$390K	Buy	9,636 +125	+1%	+$5.07K	0.01%	874
2022 Q3	$340K	Buy	+9,511	New	+$355K	0.01%	885
2021 Q4	–	Sell	-651	Closed	-$24K	–	2412
2021 Q3	$24K	Buy	651 +624	+2,311%	+$21.8K	﹤0.01%	1894
2021 Q2	$1K	Buy	+27	New	+$1.06K	﹤0.01%	2501
2020 Q1	–	Sell	-470	Closed	-$18K	–	1806
2019 Q4	$18K	Buy	+470	New	+$18.1K	﹤0.01%	1173