STALEY CAPITAL ADVISERS’s United Bankshares UBSI Stock Holding History

STALEY CAPITAL ADVISERS’s Portfolio UBSI Stock Details UBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.06M	Sell	56,541 -500	-0.9%	-$18.2K	0.09%	83
2025 Q1	$1.98M	Sell	57,041 -3,069	-5%	-$106K	0.09%	79
2024 Q4	$2.26M	Hold	60,110	–	–	0.1%	75
2024 Q3	$2.23M	Hold	60,110	–	–	0.1%	74
2024 Q2	$1.95M	Hold	60,110	–	–	0.09%	76
2024 Q1	$2.15M	Sell	60,110 -3,721	-6%	-$133K	0.1%	72
2023 Q4	$2.4M	Sell	63,831 -451	-0.7%	-$16.9K	0.12%	69
2023 Q3	$1.77M	Buy	64,282 +44	+0.1%	+$1.21K	0.1%	77
2023 Q2	$1.91M	Buy	64,238 +12,097	+23%	+$359K	0.1%	73
2023 Q1	$1.84M	Buy	52,141 +6,091	+13%	+$214K	0.1%	74
2022 Q4	$1.87M	Buy	46,050 +351	+0.8%	+$14.2K	0.11%	74
2022 Q3	$1.63M	Buy	45,699 +377	+0.8%	+$13.5K	0.1%	76
2022 Q2	$1.59M	Buy	45,322 +376	+0.8%	+$13.2K	0.09%	80
2022 Q1	$1.57M	Sell	44,946 -9,663	-18%	-$337K	0.08%	87
2021 Q4	$1.98M	Hold	54,609	–	–	0.09%	80
2021 Q3	$1.99M	Hold	54,609	–	–	0.11%	77
2021 Q2	$1.99M	Hold	54,609	–	–	0.1%	73
2021 Q1	$2.11M	Sell	54,609 -59,500	-52%	-$2.3M	0.12%	77
2020 Q4	$3.7M	Sell	114,109 -100,000	-47%	-$3.24M	0.23%	58
2020 Q3	$4.6M	Sell	214,109 -15,000	-7%	-$322K	0.32%	50
2020 Q2	$6.34M	Sell	229,109 -46,700	-17%	-$1.29M	0.46%	43
2020 Q1	$6.37M	Buy	275,809 +110,000	+66%	+$2.54M	0.54%	41
2019 Q4	$6.41M	Sell	165,809 -9,260	-5%	-$358K	0.43%	45
2019 Q3	$6.63M	Hold	175,069	–	–	0.5%	41
2019 Q2	$6.49M	Hold	175,069	–	–	0.48%	43
2019 Q1	$6.35M	Sell	175,069 -25,000	-12%	-$906K	0.47%	41
2018 Q4	$6.22M	Hold	200,069	–	–	0.5%	41
2018 Q3	$7.27M	Hold	200,069	–	–	0.51%	43
2018 Q2	$7.28M	Hold	200,069	–	–	0.56%	40
2018 Q1	$7.05M	Sell	200,069 -5,500	-3%	-$194K	0.55%	40
2017 Q4	$7.14M	Sell	205,569 -25,500	-11%	-$886K	0.55%	40
2017 Q3	$8.58M	Buy	231,069 +52,000	+29%	+$1.93M	0.7%	39
2017 Q2	$7.02M	Hold	179,069	–	–	0.6%	41
2017 Q1	$7.57M	Sell	179,069 -7,000	-4%	-$296K	0.68%	38
2016 Q4	$8.61M	Sell	186,069 -36,000	-16%	-$1.67M	0.83%	38
2016 Q3	$8.37M	Hold	222,069	–	–	0.84%	39
2016 Q2	$8.33M	Sell	222,069 -2,000	-0.9%	-$75K	0.87%	38
2016 Q1	$8.22M	Buy	224,069 +143,000	+176%	+$5.25M	0.89%	37
2015 Q4	$3M	Sell	81,069 -1,000	-1%	-$37K	0.35%	48
2015 Q3	$3.12M	Sell	82,069 -3,000	-4%	-$114K	0.38%	48
2015 Q2	$3.42M	Hold	85,069	–	–	0.38%	49
2015 Q1	$3.2M	Hold	85,069	–	–	0.37%	49
2014 Q4	$3.19M	Hold	85,069	–	–	0.37%	50
2014 Q3	$2.63M	Hold	85,069	–	–	0.31%	51
2014 Q2	$2.75M	Hold	85,069	–	–	0.33%	46
2014 Q1	$2.61M	Hold	85,069	–	–	0.33%	47
2013 Q4	$2.68M	Hold	85,069	–	–	0.36%	46
2013 Q3	$2.47M	Hold	85,069	–	–	0.38%	47
2013 Q2	$2.25M	Buy	+85,069	New	+$2.25M	0.36%	46