Sandy Spring Bank’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $764K | Sell |
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|
2024
Q4 | $896K | Sell |
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|
2024
Q3 | $946K | Sell |
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|
2024
Q2 | $860K | Hold |
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|
2024
Q1 | $949K | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $359K | Hold |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $387K | Hold |
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|
2021
Q2 | $388K | Hold |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $344K | Sell |
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|
2020
Q3 | $479K | Sell |
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|
2020
Q2 | $624K | Hold |
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|
2020
Q1 | $522K | Hold |
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|
2019
Q4 | $873K | Sell |
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|
2019
Q3 | $871K | Sell |
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|
2019
Q2 | $860K | Buy |
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|
2019
Q1 | $677K | Buy |
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|
2018
Q4 | $390K | Sell |
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|
2018
Q3 | $471K | Sell |
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|
2018
Q2 | $491K | Hold |
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|
2018
Q1 | $475K | Sell |
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|
2017
Q4 | $528K | Sell |
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|
2017
Q3 | $582K | Sell |
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|
2017
Q2 | $638K | Buy |
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|
2017
Q1 | $676K | Sell |
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|
2016
Q4 | $749K | Sell |
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|
2016
Q3 | $652K | Buy |
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|
2016
Q2 | $266K | Sell |
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|
2016
Q1 | $334K | Hold |
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|
2015
Q4 | $337K | Hold |
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|
2015
Q3 | $346K | Buy |
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|
2015
Q2 | $225K | Hold |
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|
2015
Q1 | $210K | Sell |
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|
2014
Q4 | $591K | Hold |
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|
2014
Q3 | $488K | Hold |
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|
2014
Q2 | $509K | Hold |
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|
2014
Q1 | $483K | Buy |
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|
2013
Q4 | $320K | Hold |
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|
2013
Q3 | $295K | Hold |
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|
2013
Q2 | $269K | Buy |
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