Sullivan, Bruyette, Speros & Blaney’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.69M | Hold |
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|
2020
Q4 | $1.42M | Hold |
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|
2020
Q3 | $941K | Hold |
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|
2020
Q2 | $1.21M | Hold |
|
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|
2020
Q1 | $1.01M | Hold |
|
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|
2019
Q4 | $1.69M | Hold |
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|
2019
Q3 | $1.66M | Hold |
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|
2019
Q2 | $1.63M | Hold |
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|
2019
Q1 | $1.59M | Hold |
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|
2018
Q4 | $1.36M | Sell |
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|
2018
Q3 | $1.62M | Sell |
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|
2018
Q2 | $1.72M | Sell |
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|
2018
Q1 | $1.69M | Buy |
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|
2017
Q4 | $1.61M | Hold |
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|
2017
Q3 | $1.72M | Hold |
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|
2017
Q2 | $1.82M | Hold |
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|
2017
Q1 | $1.96M | Hold |
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|
2016
Q4 | $2.15M | Sell |
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|
2016
Q3 | $1.81M | Buy |
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|
2016
Q2 | $1.64M | Buy |
|