Principal Financial Group’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 | $11.8M | Sell |
325,115
-5,108
| -2% | -$186K | 0.01% | 1162 |
|
|
2025
Q1 | $11.4M | Buy |
330,223
+20,600
| +7% | +$714K | 0.01% | 1182 |
|
|
2024
Q4 | $11.6M | Sell |
309,623
-3,258
| -1% | -$122K | 0.01% | 1215 |
|
|
2024
Q3 | $11.6M | Sell |
312,881
-139,181
| -31% | -$5.16M | 0.01% | 1182 |
|
|
2024
Q2 | $14.7M | Sell |
452,062
-58,506
| -11% | -$1.9M | 0.01% | 1049 |
|
|
2024
Q1 | $18.3M | Sell |
510,568
-28,584
| -5% | -$1.02M | 0.01% | 967 |
|
|
2023
Q4 | $20.2M | Buy |
539,152
+6,559
| +1% | +$246K | 0.01% | 864 |
|
|
2023
Q3 | $14.7M | Buy |
532,593
+6,983
| +1% | +$193K | 0.01% | 998 |
|
|
2023
Q2 | $15.6M | Sell |
525,610
-42,279
| -7% | -$1.25M | 0.01% | 1004 |
|
|
2023
Q1 | $20M | Buy |
567,889
+2,128
| +0.4% | +$74.9K | 0.01% | 852 |
|
|
2022
Q4 | $22.9M | Buy |
565,761
+42,470
| +8% | +$1.72M | 0.02% | 734 |
|
|
2022
Q3 | $18.7M | Sell |
523,291
-3,976
| -0.8% | -$142K | 0.01% | 811 |
|
|
2022
Q2 | $18.5M | Buy |
527,267
+66,233
| +14% | +$2.32M | 0.01% | 872 |
|
|
2022
Q1 | $16.1M | Sell |
461,034
-4,520
| -1% | -$158K | 0.01% | 1069 |
|
|
2021
Q4 | $16.9M | Buy |
465,554
+18,423
| +4% | +$668K | 0.01% | 1067 |
|
|
2021
Q3 | $16.3M | Sell |
447,131
-23,130
| -5% | -$841K | 0.01% | 1102 |
|
|
2021
Q2 | $17.2M | Sell |
470,261
-83,067
| -15% | -$3.03M | 0.01% | 1100 |
|
|
2021
Q1 | $21.3M | Buy |
553,328
+73,267
| +15% | +$2.83M | 0.02% | 862 |
|
|
2020
Q4 | $15.6M | Buy |
480,061
+104,316
| +28% | +$3.38M | 0.01% | 947 |
|
|
2020
Q3 | $8.07M | Sell |
375,745
-18,867
| -5% | -$405K | 0.01% | 1201 |
|
|
2020
Q2 | $10.9M | Buy |
394,612
+93,942
| +31% | +$2.6M | 0.01% | 1011 |
|
|
2020
Q1 | $6.94M | Sell |
300,670
-136,872
| -31% | -$3.16M | 0.01% | 1114 |
|
|
2019
Q4 | $16.9M | Sell |
437,542
-2,775
| -0.6% | -$107K | 0.01% | 931 |
|
|
2019
Q3 | $16.7M | Sell |
440,317
-1,897
| -0.4% | -$71.8K | 0.01% | 901 |
|
|
2019
Q2 | $16.4M | Sell |
442,214
-6,437
| -1% | -$239K | 0.01% | 921 |
|
|
2019
Q1 | $16.3M | Sell |
448,651
-3,930
| -0.9% | -$142K | 0.02% | 925 |
|
|
2018
Q4 | $14.1M | Sell |
452,581
-9,248
| -2% | -$288K | 0.02% | 940 |
|
|
2018
Q3 | $16.8M | Sell |
461,829
-603
| -0.1% | -$21.9K | 0.01% | 977 |
|
|
2018
Q2 | $16.8M | Buy |
462,432
+7,201
| +2% | +$262K | 0.02% | 935 |
|
|
2018
Q1 | $16M | Buy |
455,231
+9,203
| +2% | +$324K | 0.02% | 945 |
|
|
2017
Q4 | $15.5M | Sell |
446,028
-313
| -0.1% | -$10.9K | 0.01% | 990 |
|
|
2017
Q3 | $16.6M | Buy |
446,341
+1,755
| +0.4% | +$65.2K | 0.02% | 918 |
|
|
2017
Q2 | $17.4M | Sell |
444,586
-180,036
| -29% | -$7.06M | 0.02% | 856 |
|
|
2017
Q1 | $26.4M | Buy |
624,622
+23,025
| +4% | +$973K | 0.03% | 569 |
|
|
2016
Q4 | $27.8M | Buy |
601,597
+99,380
| +20% | +$4.6M | 0.04% | 536 |
|
|
2016
Q3 | $18.9M | Buy |
502,217
+36,712
| +8% | +$1.38M | 0.02% | 689 |
|
|
2016
Q2 | $17.5M | Buy |
465,505
+11,649
| +3% | +$437K | 0.02% | 708 |
|
|
2016
Q1 | $16.7M | Buy |
453,856
+17,523
| +4% | +$643K | 0.02% | 679 |
|
|
2015
Q4 | $16.1M | Buy |
436,333
+14,796
| +4% | +$547K | 0.02% | 666 |
|
|
2015
Q3 | $16M | Buy |
421,537
+19,510
| +5% | +$741K | 0.03% | 650 |
|
|
2015
Q2 | $16.2M | Sell |
402,027
-6,160
| -2% | -$248K | 0.02% | 685 |
|
|
2015
Q1 | $15.3M | Buy |
408,187
+12,488
| +3% | +$469K | 0.02% | 681 |
|
|
2014
Q4 | $14.8M | Sell |
395,699
-2,243
| -0.6% | -$84K | 0.02% | 694 |
|
|
2014
Q3 | $12.3M | Buy |
397,942
+2,066
| +0.5% | +$63.9K | 0.02% | 769 |
|
|
2014
Q2 | $12.8M | Sell |
395,876
-1,441
| -0.4% | -$46.6K | 0.02% | 769 |
|
|
2014
Q1 | $12.2M | Buy |
397,317
+115,414
| +41% | +$3.53M | 0.02% | 775 |
|
|
2013
Q4 | $8.87M | Buy |
281,903
+16,835
| +6% | +$529K | 0.02% | 966 |
|
|
2013
Q3 | $7.68M | Buy |
265,068
+7,862
| +3% | +$228K | 0.02% | 985 |
|
|
2013
Q2 | $6.8M | Buy |
+257,206
| New | +$6.8M | 0.02% | 998 |
|