Palladium Partners’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $495K | Hold |
14,056
| – | – | 0.02% | 243 |
|
|
2021
Q4 | $515K | Sell |
14,056
-2,639
| -16% | -$96.7K | 0.02% | 244 |
|
|
2021
Q3 | $607K | Buy |
16,695
+2,639
| +19% | +$95.9K | 0.03% | 210 |
|
|
2021
Q2 | $513K | Hold |
14,056
| – | – | 0.02% | 213 |
|
|
2021
Q1 | $542K | Sell |
14,056
-1,000
| -7% | -$38.6K | 0.03% | 215 |
|
|
2020
Q4 | $488K | Hold |
15,056
| – | – | 0.03% | 198 |
|
|
2020
Q3 | $323K | Sell |
15,056
-2,015
| -12% | -$43.2K | 0.02% | 206 |
|
|
2020
Q2 | $472K | Hold |
17,071
| – | – | 0.03% | 186 |
|
|
2020
Q1 | $394K | Hold |
17,071
| – | – | 0.03% | 188 |
|
|
2019
Q4 | $660K | Hold |
17,071
| – | – | 0.04% | 182 |
|
|
2019
Q3 | $621K | Hold |
17,071
| – | – | 0.04% | 180 |
|
|
2019
Q2 | $633K | Hold |
17,071
| – | – | 0.04% | 184 |
|
|
2019
Q1 | $619K | Hold |
17,071
| – | – | 0.04% | 181 |
|
|
2018
Q4 | $531K | Hold |
17,071
| – | – | 0.04% | 184 |
|
|
2018
Q3 | $621K | Hold |
17,071
| – | – | 0.04% | 187 |
|
|
2018
Q2 | $621K | Hold |
17,071
| – | – | 0.05% | 182 |
|
|
2018
Q1 | $602K | Sell |
17,071
-200
| -1% | -$7.05K | 0.04% | 187 |
|
|
2017
Q4 | $600K | Hold |
17,271
| – | – | 0.04% | 182 |
|
|
2017
Q3 | $642K | Hold |
17,271
| – | – | 0.05% | 175 |
|
|
2017
Q2 | $677K | Buy |
17,271
+947
| +6% | +$37.1K | 0.05% | 173 |
|
|
2017
Q1 | $690K | Hold |
16,324
| – | – | 0.06% | 164 |
|
|
2016
Q4 | $755K | Hold |
16,324
| – | – | 0.06% | 158 |
|
|
2016
Q3 | $615K | Hold |
16,324
| – | – | 0.05% | 168 |
|
|
2016
Q2 | $612K | Hold |
16,324
| – | – | 0.06% | 166 |
|
|
2016
Q1 | $599K | Hold |
16,324
| – | – | 0.06% | 167 |
|
|
2015
Q4 | $604K | Hold |
16,324
| – | – | 0.06% | 170 |
|
|
2015
Q3 | $620K | Hold |
16,324
| – | – | 0.06% | 163 |
|
|
2015
Q2 | $657K | Hold |
16,324
| – | – | 0.06% | 179 |
|
|
2015
Q1 | $613K | Hold |
16,324
| – | – | 0.05% | 188 |
|
|
2014
Q4 | $611K | Hold |
16,324
| – | – | 0.05% | 188 |
|
|
2014
Q3 | $505K | Hold |
16,324
| – | – | 0.05% | 190 |
|
|
2014
Q2 | $528K | Hold |
16,324
| – | – | 0.05% | 188 |
|
|
2014
Q1 | $500K | Sell |
16,324
-61
| -0.4% | -$1.87K | 0.05% | 193 |
|
|
2013
Q4 | $515K | Sell |
16,385
-137
| -0.8% | -$4.31K | 0.05% | 193 |
|
|
2013
Q3 | $479K | Hold |
16,522
| – | – | 0.05% | 192 |
|
|
2013
Q2 | $437K | Buy |
+16,522
| New | +$437K | 0.05% | 196 |
|