Shell Asset Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Sell |
2,182
-241
| -10% | -$8.73K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $84K | Sell |
2,423
-105
| -4% | -$3.64K | ﹤0.01% | 1055 |
|
|
2024
Q4 | $95K | Hold |
2,528
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q3 | $94K | Buy |
+2,528
| New | +$94K | ﹤0.01% | 1061 |
|
|
2024
Q1 | $87K | Sell |
2,676
-293
| -10% | -$9.53K | ﹤0.01% | 1059 |
|
|
2023
Q4 | $111K | Sell |
2,969
-890
| -23% | -$33.3K | 0.01% | 1034 |
|
|
2023
Q3 | $106K | Sell |
3,859
-61
| -2% | -$1.68K | ﹤0.01% | 1077 |
|
|
2023
Q2 | $116K | Sell |
3,920
-22
| -0.6% | -$651 | ﹤0.01% | 1089 |
|
|
2023
Q1 | $139K | Sell |
3,942
-14
| -0.4% | -$494 | 0.01% | 1033 |
|
|
2022
Q4 | $160K | Sell |
3,956
-803
| -17% | -$32.5K | 0.01% | 1031 |
|
|
2022
Q3 | $170K | Sell |
4,759
-1,247
| -21% | -$44.5K | 0.01% | 1065 |
|
|
2022
Q2 | $211K | Buy |
6,006
+10
| +0.2% | +$351 | 0.01% | 1102 |
|
|
2022
Q1 | $209K | Sell |
5,996
-888
| -13% | -$31K | ﹤0.01% | 1155 |
|
|
2021
Q4 | $250K | Buy |
6,884
+35
| +0.5% | +$1.27K | 0.01% | 1147 |
|
|
2021
Q3 | $249K | Sell |
6,849
-300
| -4% | -$10.9K | 0.01% | 1137 |
|
|
2021
Q2 | $261K | Sell |
7,149
-7,512
| -51% | -$274K | 0.01% | 1165 |
|
|
2021
Q1 | $566K | Sell |
14,661
-80
| -0.5% | -$3.09K | 0.01% | 800 |
|
|
2020
Q4 | $478K | Hold |
14,741
| – | – | 0.01% | 822 |
|
|
2020
Q3 | $316K | Hold |
14,741
| – | – | 0.01% | 888 |
|
|
2020
Q2 | $408K | Sell |
14,741
-144
| -1% | -$3.99K | 0.01% | 753 |
|
|
2020
Q1 | $344K | Sell |
14,885
-227
| -2% | -$5.25K | 0.01% | 822 |
|
|
2019
Q4 | $584K | Sell |
15,112
-407
| -3% | -$15.7K | 0.01% | 810 |
|
|
2019
Q3 | $588K | Sell |
15,519
-133
| -0.8% | -$5.04K | 0.01% | 814 |
|
|
2019
Q2 | $581K | Sell |
15,652
-358
| -2% | -$13.3K | 0.01% | 845 |
|
|
2019
Q1 | $580K | Buy |
+16,010
| New | +$580K | 0.01% | 843 |
|