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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
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|
2025
Q1 | $579K | Sell |
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|
2024
Q4 | $814K | Sell |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $340K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $24K | Buy |
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|
2021
Q2 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $18K | Buy |
|