UBS Group’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65K | Sell |
2,443
-700
| -22% | -$18.6K | ﹤0.01% | 6290 |
|
|
2025
Q1 | $98.9K | Buy |
3,143
+2,061
| +190% | +$64.9K | ﹤0.01% | 5794 |
|
|
2024
Q4 | $31.3K | Buy |
+1,082
| New | +$31.3K | ﹤0.01% | 6345 |
|
|
2024
Q3 | – | Sell |
-2,458
| Closed | -$52.8K | – | 8785 |
|
|
2024
Q2 | $52.8K | Buy |
2,458
+1,254
| +104% | +$26.9K | ﹤0.01% | 5507 |
|
|
2024
Q1 | $36.7K | Buy |
1,204
+488
| +68% | +$14.9K | ﹤0.01% | 5489 |
|
|
2023
Q4 | $21.9K | Buy |
716
+614
| +602% | +$18.8K | ﹤0.01% | 5847 |
|
|
2023
Q3 | $2.19K | Buy |
+102
| New | +$2.19K | ﹤0.01% | 6601 |
|
|
2023
Q2 | – | Sell |
-241
| Closed | -$5.33K | – | 8438 |
|
|
2023
Q1 | $5.33K | Buy |
+241
| New | +$5.33K | ﹤0.01% | 6952 |
|
|
2021
Q3 | – | Sell |
-3,116
| Closed | -$113K | – | 8795 |
|
|
2021
Q2 | $113K | Buy |
3,116
+2,316
| +290% | +$84K | ﹤0.01% | 4751 |
|
|
2021
Q1 | $24K | Hold |
800
| – | – | ﹤0.01% | 6195 |
|
|
2020
Q4 | $21K | Sell |
800
-698
| -47% | -$18.3K | ﹤0.01% | 5907 |
|
|
2020
Q3 | $30K | Sell |
1,498
-4
| -0.3% | -$80 | ﹤0.01% | 5142 |
|
|
2020
Q2 | $28K | Sell |
1,502
-3,450
| -70% | -$64.3K | ﹤0.01% | 5480 |
|
|
2020
Q1 | $111K | Sell |
4,952
-2,352
| -32% | -$52.7K | ﹤0.01% | 4350 |
|
|
2019
Q4 | $265K | Buy |
7,304
+1,750
| +32% | +$63.5K | ﹤0.01% | 4408 |
|
|
2019
Q3 | $176K | Buy |
5,554
+1,346
| +32% | +$42.7K | ﹤0.01% | 4451 |
|
|
2019
Q2 | $156K | Buy |
4,208
+1,379
| +49% | +$51.1K | ﹤0.01% | 4262 |
|
|
2019
Q1 | $128K | Sell |
2,829
-881
| -24% | -$39.9K | ﹤0.01% | 4131 |
|
|
2018
Q4 | $177K | Buy |
3,710
+87
| +2% | +$4.15K | ﹤0.01% | 4202 |
|
|
2018
Q3 | $193K | Buy |
3,623
+842
| +30% | +$44.9K | ﹤0.01% | 4263 |
|
|
2018
Q2 | $144K | Buy |
2,781
+720
| +35% | +$37.3K | ﹤0.01% | 4319 |
|
|
2018
Q1 | $104K | Sell |
2,061
-58
| -3% | -$2.93K | ﹤0.01% | 4368 |
|
|
2017
Q4 | $113K | Sell |
2,119
-302
| -12% | -$16.1K | ﹤0.01% | 4342 |
|
|
2017
Q3 | $117K | Buy |
2,421
+150
| +7% | +$7.25K | ﹤0.01% | 4357 |
|
|
2017
Q2 | $108K | Buy |
2,271
+628
| +38% | +$29.9K | ﹤0.01% | 4235 |
|
|
2017
Q1 | $71K | Buy |
1,643
+365
| +29% | +$15.8K | ﹤0.01% | 4406 |
|
|
2016
Q4 | $58K | Sell |
1,278
-4,986
| -80% | -$226K | ﹤0.01% | 4803 |
|
|
2016
Q3 | $213K | Buy |
6,264
+307
| +5% | +$10.4K | ﹤0.01% | 3693 |
|
|
2016
Q2 | $217K | Sell |
5,957
-2,055
| -26% | -$74.9K | ﹤0.01% | 3702 |
|
|
2016
Q1 | $229K | Buy |
8,012
+2,460
| +44% | +$70.3K | ﹤0.01% | 3691 |
|
|
2015
Q4 | $155K | Buy |
5,552
+125
| +2% | +$3.49K | ﹤0.01% | 3940 |
|
|
2015
Q3 | $144K | Sell |
5,427
-810
| -13% | -$21.5K | ﹤0.01% | 3942 |
|
|
2015
Q2 | $163K | Sell |
6,237
-3,010
| -33% | -$78.7K | ﹤0.01% | 4005 |
|
|
2015
Q1 | $234K | Buy |
9,247
+377
| +4% | +$9.54K | ﹤0.01% | 3695 |
|
|
2014
Q4 | $210K | Buy |
+8,870
| New | +$210K | ﹤0.01% | 3751 |
|