Shelton Capital Management’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$201K	Buy	+4,844	New	+$201K	﹤0.01%	687
2024 Q4	–	Sell	-5,484	Closed	-$203K	–	783
2024 Q3	$203K	Buy	+5,484	New	+$200K	0.01%	714
2024 Q2	–	Sell	-5,908	Closed	-$211K	–	765
2024 Q1	$211K	Hold	5,908	–	–	0.01%	698
2023 Q4	$222K	Buy	+5,908	New	+$188K	0.01%	644
2023 Q2	–	Sell	-6,634	Closed	-$234K	–	765
2023 Q1	$234K	Hold	6,634	–	–	0.01%	601
2022 Q4	$269K	Hold	6,634	–	–	0.03%	493
2022 Q3	$237K	Hold	6,634	–	–	0.01%	553
2022 Q2	$233K	Hold	6,634	–	–	0.01%	604
2022 Q1	$231K	Hold	6,634	–	–	0.01%	703
2021 Q4	$241K	Hold	6,634	–	–	0.01%	686
2021 Q3	$241K	Hold	6,634	–	–	0.01%	669
2021 Q2	$242K	Buy	6,634 +517	+8%	+$20.3K	0.01%	680
2021 Q1	$236K	Buy	+6,117	New	+$224K	0.01%	671
2020 Q1	–	Sell	-6,421	Closed	-$248K	–	823
2019 Q4	$248K	Sell	6,421 -506	-7%	-$19.5K	0.01%	633
2019 Q3	$262K	Hold	6,927	–	–	0.02%	597
2019 Q2	$257K	Buy	6,927 +6,658	+2,475%	+$250K	0.02%	628
2019 Q1	$7.42K	Sell	269 -7,153	-96%	-$258K	0.03%	481
2018 Q4	$231K	Hold	7,422	–	–	0.02%	620
2018 Q3	$270K	Hold	7,422	–	–	0.02%	673
2018 Q2	$270K	Hold	7,422	–	–	0.02%	634
2018 Q1	$262K	Sell	7,422 -660	-8%	-$23.9K	0.02%	627
2017 Q4	$281K	Hold	8,082	–	–	0.02%	611
2017 Q3	$300K	Hold	8,082	–	–	0.02%	563
2017 Q2	$317K	Buy	8,082 +682	+9%	+$27.1K	0.02%	539
2017 Q1	$313K	Buy	7,400 +1,970	+36%	+$86.8K	0.02%	553
2016 Q4	$251K	Hold	5,430	–	–	0.02%	714
2016 Q3	$205K	Hold	5,430	–	–	0.02%	740
2016 Q2	$204K	Buy	+5,430	New	+$205K	0.02%	712