Principal Securities’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 | $88.8K | Sell |
2,437
-678
| -22% | -$24.7K | ﹤0.01% | 1595 |
|
|
2025
Q1 | $117K | Hold |
3,115
| – | – | ﹤0.01% | 1363 |
|
|
2024
Q4 | $117K | Buy |
3,115
+285
| +10% | +$10.7K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $105K | Sell |
2,830
-46
| -2% | -$1.71K | ﹤0.01% | 1374 |
|
|
2024
Q2 | $93.3K | Buy |
2,876
+96
| +3% | +$3.11K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $99.5K | Sell |
2,780
-963
| -26% | -$34.5K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $141K | Buy |
+3,743
| New | +$141K | 0.01% | 1064 |
|