UMB Bank’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 | $61.1K | Sell |
1,678
-919
| -35% | -$33.5K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $90K | Buy |
2,597
+1,753
| +208% | +$60.8K | ﹤0.01% | 807 |
|
|
2024
Q4 | $31.7K | Hold |
844
| – | – | ﹤0.01% | 1091 |
|
|
2024
Q3 | $31.3K | Buy |
844
+594
| +238% | +$22K | ﹤0.01% | 1034 |
|
|
2024
Q2 | $8.11K | Sell |
250
-28
| -10% | -$908 | ﹤0.01% | 1312 |
|
|
2024
Q1 | $9.95K | Buy |
278
+42
| +18% | +$1.5K | ﹤0.01% | 1278 |
|
|
2023
Q4 | $8.86K | Sell |
236
-629
| -73% | -$23.6K | ﹤0.01% | 1319 |
|
|
2023
Q3 | $23.9K | Sell |
865
-364
| -30% | -$10K | ﹤0.01% | 1031 |
|
|
2023
Q2 | $36.5K | Hold |
1,229
| – | – | ﹤0.01% | 927 |
|
|
2023
Q1 | $43.3K | Sell |
1,229
-23
| -2% | -$810 | ﹤0.01% | 872 |
|
|
2022
Q4 | $51K | Hold |
1,252
| – | – | ﹤0.01% | 844 |
|
|
2022
Q3 | $45K | Sell |
1,252
-483
| -28% | -$17.4K | ﹤0.01% | 901 |
|
|
2022
Q2 | $61K | Hold |
1,735
| – | – | ﹤0.01% | 859 |
|
|
2022
Q1 | $60K | Sell |
1,735
-85
| -5% | -$2.94K | ﹤0.01% | 917 |
|
|
2021
Q4 | $66K | Buy |
+1,820
| New | +$66K | ﹤0.01% | 911 |
|