UBS AM’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 | $19.5M | Buy |
534,717
+125,289
| +31% | +$4.56M | ﹤0.01% | 1065 |
|
|
2025
Q1 | $14.2M | Buy |
409,428
+28,366
| +7% | +$983K | ﹤0.01% | 1096 |
|
|
2024
Q4 | $14.3M | Buy |
381,062
+130,444
| +52% | +$4.9M | ﹤0.01% | 1089 |
|
|
2024
Q3 | $9.3M | Buy |
250,618
+4,037
| +2% | +$150K | ﹤0.01% | 1265 |
|
|
2024
Q2 | $8M | Buy |
246,581
+122,033
| +98% | +$3.96M | ﹤0.01% | 1228 |
|
|
2024
Q1 | $4.46M | Sell |
124,548
-2,595
| -2% | -$92.9K | ﹤0.01% | 1307 |
|
|
2023
Q4 | $4.77M | Buy |
127,143
+3,375
| +3% | +$127K | ﹤0.01% | 1260 |
|
|
2023
Q3 | $3.41M | Buy |
123,768
+2,583
| +2% | +$71.3K | ﹤0.01% | 1377 |
|
|
2023
Q2 | $4.27M | Hold |
121,185
| – | – | ﹤0.01% | 1307 |
|
|
2023
Q1 | $4.27M | Sell |
121,185
-6,139
| -5% | -$216K | ﹤0.01% | 1307 |
|
|
2022
Q4 | $5.16M | Sell |
127,324
-1,278
| -1% | -$51.7K | ﹤0.01% | 1162 |
|
|
2022
Q3 | $4.6M | Sell |
128,602
-37,577
| -23% | -$1.34M | ﹤0.01% | 1224 |
|
|
2022
Q2 | $5.83M | Buy |
166,179
+7,209
| +5% | +$253K | ﹤0.01% | 1161 |
|
|
2022
Q1 | $5.54M | Buy |
158,970
+11,225
| +8% | +$392K | ﹤0.01% | 1307 |
|
|
2021
Q4 | $5.36M | Sell |
147,745
-474
| -0.3% | -$17.2K | ﹤0.01% | 1382 |
|
|
2021
Q3 | $5.39M | Sell |
148,219
-1,143
| -0.8% | -$41.6K | ﹤0.01% | 1321 |
|
|
2021
Q2 | $5.45M | Buy |
149,362
+11,804
| +9% | +$431K | ﹤0.01% | 1328 |
|
|
2021
Q1 | $5.31M | Sell |
137,558
-517
| -0.4% | -$19.9K | ﹤0.01% | 1308 |
|
|
2020
Q4 | $4.47M | Buy |
138,075
+2,964
| +2% | +$96K | ﹤0.01% | 1341 |
|
|
2020
Q3 | $2.9M | Sell |
135,111
-4,135
| -3% | -$88.8K | ﹤0.01% | 1384 |
|
|
2020
Q2 | $3.85M | Buy |
139,246
+19,105
| +16% | +$528K | ﹤0.01% | 1232 |
|
|
2020
Q1 | $2.77M | Buy |
120,141
+12,059
| +11% | +$278K | ﹤0.01% | 1284 |
|
|
2019
Q4 | $4.18M | Sell |
108,082
-127
| -0.1% | -$4.91K | ﹤0.01% | 1265 |
|
|
2019
Q3 | $4.1M | Buy |
108,209
+4,542
| +4% | +$172K | ﹤0.01% | 1285 |
|
|
2019
Q2 | $3.85M | Buy |
103,667
+4,453
| +4% | +$165K | ﹤0.01% | 1293 |
|
|
2019
Q1 | $3.6M | Buy |
99,214
+7,492
| +8% | +$272K | ﹤0.01% | 1266 |
|
|
2018
Q4 | $2.85M | Buy |
91,722
+5,466
| +6% | +$170K | ﹤0.01% | 1288 |
|
|
2018
Q3 | $3.14M | Buy |
86,256
+6,356
| +8% | +$231K | ﹤0.01% | 1315 |
|
|
2018
Q2 | $2.91M | Buy |
79,900
+1,439
| +2% | +$52.4K | ﹤0.01% | 1352 |
|
|
2018
Q1 | $2.77M | Buy |
78,461
+16,014
| +26% | +$564K | ﹤0.01% | 1333 |
|
|
2017
Q4 | $2.17M | Sell |
62,447
-1,779
| -3% | -$61.8K | ﹤0.01% | 1402 |
|
|
2017
Q3 | $2.39M | Buy |
64,226
+2,708
| +4% | +$101K | ﹤0.01% | 1328 |
|
|
2017
Q2 | $2.41M | Buy |
61,518
+12,726
| +26% | +$499K | ﹤0.01% | 1290 |
|
|
2017
Q1 | $2.06M | Buy |
48,792
+15,308
| +46% | +$647K | ﹤0.01% | 1339 |
|
|
2016
Q4 | $1.55M | Sell |
33,484
-11,582
| -26% | -$536K | ﹤0.01% | 1389 |
|
|
2016
Q3 | $1.7M | Buy |
45,066
+2,258
| +5% | +$85K | ﹤0.01% | 1442 |
|
|
2016
Q2 | $1.61M | Buy |
42,808
+588
| +1% | +$22.1K | ﹤0.01% | 1436 |
|
|
2016
Q1 | $1.55M | Sell |
42,220
-12,900
| -23% | -$473K | ﹤0.01% | 1458 |
|
|
2015
Q4 | $2.04M | Buy |
55,120
+4,304
| +8% | +$159K | ﹤0.01% | 1432 |
|
|
2015
Q3 | $1.93M | Buy |
50,816
+17,972
| +55% | +$683K | ﹤0.01% | 1454 |
|
|
2015
Q2 | $1.32M | Buy |
32,844
+10,445
| +47% | +$420K | ﹤0.01% | 1582 |
|
|
2015
Q1 | $842K | Buy |
22,399
+1,000
| +5% | +$37.6K | ﹤0.01% | 1706 |
|
|
2014
Q4 | $801K | Buy |
21,399
+1,200
| +6% | +$44.9K | ﹤0.01% | 1691 |
|
|
2014
Q3 | $625K | Hold |
20,199
| – | – | ﹤0.01% | 1754 |
|
|
2014
Q2 | $653K | Buy |
20,199
+1,100
| +6% | +$35.6K | ﹤0.01% | 1766 |
|
|
2014
Q1 | $585K | Buy |
19,099
+1,000
| +6% | +$30.6K | ﹤0.01% | 1801 |
|
|
2013
Q4 | $569K | Sell |
18,099
-1,600
| -8% | -$50.3K | ﹤0.01% | 1744 |
|
|
2013
Q3 | $571K | Hold |
19,699
| – | – | ﹤0.01% | 1712 |
|
|
2013
Q2 | $521K | Buy |
+19,699
| New | +$521K | ﹤0.01% | 1696 |
|