Sullivan, Bruyette, Speros & Blaney’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.69M | Hold |
43,813
| – | – | 0.07% | 87 |
|
|
2020
Q4 | $1.42M | Hold |
43,813
| – | – | 0.07% | 88 |
|
|
2020
Q3 | $941K | Hold |
43,813
| – | – | 0.05% | 100 |
|
|
2020
Q2 | $1.21M | Hold |
43,813
| – | – | 0.07% | 88 |
|
|
2020
Q1 | $1.01M | Hold |
43,813
| – | – | 0.07% | 80 |
|
|
2019
Q4 | $1.69M | Hold |
43,813
| – | – | 0.09% | 62 |
|
|
2019
Q3 | $1.66M | Hold |
43,813
| – | – | 0.1% | 57 |
|
|
2019
Q2 | $1.63M | Hold |
43,813
| – | – | 0.1% | 57 |
|
|
2019
Q1 | $1.59M | Hold |
43,813
| – | – | 0.1% | 53 |
|
|
2018
Q4 | $1.36M | Sell |
43,813
-815
| -2% | -$25.4K | 0.09% | 59 |
|
|
2018
Q3 | $1.62M | Sell |
44,628
-2,596
| -5% | -$94.4K | 0.15% | 35 |
|
|
2018
Q2 | $1.72M | Sell |
47,224
-592
| -1% | -$21.5K | 0.16% | 31 |
|
|
2018
Q1 | $1.69M | Buy |
47,816
+1,400
| +3% | +$49.4K | 0.16% | 33 |
|
|
2017
Q4 | $1.61M | Hold |
46,416
| – | – | 0.15% | 37 |
|
|
2017
Q3 | $1.72M | Hold |
46,416
| – | – | 0.17% | 33 |
|
|
2017
Q2 | $1.82M | Hold |
46,416
| – | – | 0.18% | 31 |
|
|
2017
Q1 | $1.96M | Hold |
46,416
| – | – | 0.2% | 25 |
|
|
2016
Q4 | $2.15M | Sell |
46,416
-1,553
| -3% | -$71.8K | 0.22% | 24 |
|
|
2016
Q3 | $1.81M | Buy |
47,969
+4,156
| +9% | +$157K | 0.18% | 27 |
|
|
2016
Q2 | $1.64M | Buy |
+43,813
| New | +$1.64M | 0.17% | 26 |
|