Simplex Trading’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 | – | Sell |
-1,809
| Closed | -$62K | – | 4117 |
|
|
2025
Q1 | $62K | Buy |
+1,809
| New | +$62K | ﹤0.01% | 1239 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4062 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4005 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4062 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4051 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4094 |
|
|
2023
Q3 | – | Sell |
-1,359
| Closed | -$40K | – | 4043 |
|
|
2023
Q2 | $40K | Sell |
1,359
-1,026
| -43% | -$30.2K | ﹤0.01% | 1333 |
|
|
2023
Q1 | $83K | Buy |
+2,385
| New | +$83K | ﹤0.01% | 1067 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4190 |
|
|
2022
Q3 | – | Sell |
-134
| Closed | -$4K | – | 4284 |
|
|
2022
Q2 | $4K | Buy |
+134
| New | +$4K | ﹤0.01% | 2225 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4291 |
|
|
2021
Q4 | – | Sell |
-48
| Closed | -$1K | – | 4296 |
|
|
2021
Q3 | $1K | Hold |
48
| – | – | ﹤0.01% | 2693 |
|
|
2021
Q2 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 2727 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3736 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3409 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3007 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2968 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 2653 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 2589 |
|