Private Trust Company’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 | $31.2K | Hold |
857
| – | – | ﹤0.01% | 1392 |
|
|
2025
Q1 | $29.7K | Hold |
857
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q4 | $32.2K | Hold |
857
| – | – | ﹤0.01% | 1328 |
|
|
2024
Q3 | $31.8K | Hold |
857
| – | – | ﹤0.01% | 1302 |
|
|
2024
Q2 | $27.8K | Sell |
857
-1,055
| -55% | -$34.2K | ﹤0.01% | 1327 |
|
|
2024
Q1 | $68.4K | Hold |
1,912
| – | – | 0.01% | 1001 |
|
|
2023
Q4 | $71.8K | Hold |
1,912
| – | – | 0.01% | 945 |
|
|
2023
Q3 | $52.8K | Sell |
1,912
-95
| -5% | -$2.62K | 0.01% | 990 |
|
|
2023
Q2 | $59.6K | Hold |
2,007
| – | – | 0.01% | 968 |
|
|
2023
Q1 | $70.7K | Hold |
2,007
| – | – | 0.01% | 886 |
|
|
2022
Q4 | $81K | Sell |
2,007
-34
| -2% | -$1.37K | 0.01% | 804 |
|
|
2022
Q3 | $73K | Buy |
2,041
+1,866
| +1,066% | +$66.7K | 0.01% | 773 |
|
|
2022
Q2 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 1711 |
|
|
2014
Q4 | – | Sell |
-113
| Closed | -$3K | – | 1129 |
|
|
2014
Q3 | $3K | Sell |
113
-3
| -3% | -$80 | ﹤0.01% | 1500 |
|
|
2014
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 1398 |
|
|
2014
Q1 | $4K | Sell |
116
-11
| -9% | -$379 | ﹤0.01% | 1272 |
|
|
2013
Q4 | $4K | Hold |
127
| – | – | ﹤0.01% | 1255 |
|
|
2013
Q3 | $4K | Buy |
127
+34
| +37% | +$1.07K | ﹤0.01% | 1217 |
|
|
2013
Q2 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 1383 |
|