O'Shaughnessy 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 | $646K | Buy |
17,730
+1,016
| +6% | +$37K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $579K | Sell |
16,714
-4,952
| -23% | -$172K | ﹤0.01% | 1243 |
|
|
2024
Q4 | $814K | Sell |
21,666
-38
| -0.2% | -$1.43K | 0.01% | 1052 |
|
|
2024
Q3 | $813K | Buy |
21,704
+14,675
| +209% | +$550K | 0.01% | 992 |
|
|
2024
Q2 | $228K | Sell |
7,029
-1,480
| -17% | -$48K | ﹤0.01% | 1488 |
|
|
2024
Q1 | $305K | Buy |
+8,509
| New | +$305K | ﹤0.01% | 1310 |
|
|
2023
Q2 | – | Sell |
-8,818
| Closed | -$310K | – | 1579 |
|
|
2023
Q1 | $310K | Sell |
8,818
-818
| -8% | -$28.8K | ﹤0.01% | 1036 |
|
|
2022
Q4 | $390K | Buy |
9,636
+125
| +1% | +$5.06K | 0.01% | 874 |
|
|
2022
Q3 | $340K | Buy |
+9,511
| New | +$340K | 0.01% | 885 |
|
|
2021
Q4 | – | Sell |
-651
| Closed | -$24K | – | 2413 |
|
|
2021
Q3 | $24K | Buy |
651
+624
| +2,311% | +$23K | ﹤0.01% | 1894 |
|
|
2021
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 2501 |
|
|
2020
Q1 | – | Sell |
-470
| Closed | -$18K | – | 1807 |
|
|
2019
Q4 | $18K | Buy |
+470
| New | +$18K | ﹤0.01% | 1173 |
|