United Capital Financial Advisors’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 | $806K | Sell |
22,123
-38,182
| -63% | -$1.39M | 0.01% | 643 |
|
|
2025
Q1 | $2.09M | Buy |
+60,305
| New | +$2.09M | 0.02% | 418 |
|
|
2024
Q4 | – | Sell |
-7,640
| Closed | -$283K | – | 1095 |
|
|
2024
Q3 | $283K | Hold |
7,640
| – | – | ﹤0.01% | 896 |
|
|
2024
Q2 | $248K | Sell |
7,640
-324
| -4% | -$10.5K | ﹤0.01% | 907 |
|
|
2024
Q1 | $285K | Sell |
7,964
-56
| -0.7% | -$2K | ﹤0.01% | 890 |
|
|
2023
Q4 | $301K | Sell |
8,020
-2,393
| -23% | -$89.9K | ﹤0.01% | 862 |
|
|
2023
Q3 | $287K | Buy |
+10,413
| New | +$287K | ﹤0.01% | 731 |
|
|
2023
Q2 | – | Sell |
-19,412
| Closed | -$683K | – | 974 |
|
|
2023
Q1 | $683K | Sell |
19,412
-2,834
| -13% | -$99.8K | ﹤0.01% | 661 |
|
|
2022
Q4 | $901K | Sell |
22,246
-15,606
| -41% | -$632K | 0.01% | 629 |
|
|
2022
Q3 | $1.35M | Sell |
37,852
-2,261
| -6% | -$80.8K | 0.01% | 547 |
|
|
2022
Q2 | $1.41M | Buy |
40,113
+2,298
| +6% | +$80.6K | 0.01% | 560 |
|
|
2022
Q1 | $1.32M | Sell |
37,815
-35
| -0.1% | -$1.22K | 0.01% | 606 |
|
|
2021
Q4 | $1.37M | Buy |
37,850
+5
| +0% | +$181 | 0.01% | 618 |
|
|
2021
Q3 | $1.38M | Buy |
37,845
+391
| +1% | +$14.2K | 0.01% | 598 |
|
|
2021
Q2 | $1.37M | Buy |
37,454
+41
| +0.1% | +$1.5K | 0.01% | 619 |
|
|
2021
Q1 | $1.44M | Sell |
37,413
-1,125
| -3% | -$43.4K | 0.01% | 577 |
|
|
2020
Q4 | $1.25M | Sell |
38,538
-5,870
| -13% | -$190K | 0.01% | 616 |
|
|
2020
Q3 | $953K | Sell |
44,408
-16,300
| -27% | -$350K | 0.01% | 672 |
|
|
2020
Q2 | $1.68M | Sell |
60,708
-18,525
| -23% | -$512K | 0.01% | 548 |
|
|
2020
Q1 | $1.83M | Sell |
79,233
-28,452
| -26% | -$657K | 0.02% | 513 |
|
|
2019
Q4 | $4.16M | Sell |
107,685
-16,795
| -13% | -$649K | 0.03% | 453 |
|
|
2019
Q3 | $4.71M | Sell |
124,480
-65,322
| -34% | -$2.47M | 0.03% | 424 |
|
|
2019
Q2 | $7.04M | Sell |
189,802
-40,946
| -18% | -$1.52M | 0.05% | 355 |
|
|
2019
Q1 | $8.36M | Sell |
230,748
-33,382
| -13% | -$1.21M | 0.06% | 320 |
|
|
2018
Q4 | $8.22M | Buy |
264,130
+13,214
| +5% | +$411K | 0.07% | 287 |
|
|
2018
Q3 | $9.12M | Hold |
250,916
| – | – | 0.06% | 316 |
|
|
2018
Q2 | $9.13M | Sell |
250,916
-9,600
| -4% | -$349K | 0.07% | 319 |
|
|
2018
Q1 | $9.18M | Buy |
260,516
+31,841
| +14% | +$1.12M | 0.07% | 308 |
|
|
2017
Q4 | $8.06M | Sell |
228,675
-6,300
| -3% | -$222K | 0.06% | 329 |
|
|
2017
Q3 | $8.73M | Sell |
234,975
-9,500
| -4% | -$353K | 0.07% | 302 |
|
|
2017
Q2 | $9.58M | Sell |
244,475
-11,703
| -5% | -$459K | 0.09% | 275 |
|
|
2017
Q1 | $10.8M | Sell |
256,178
-18,803
| -7% | -$794K | 0.1% | 241 |
|
|
2016
Q4 | $12.7M | Sell |
274,981
-9,211
| -3% | -$426K | 0.12% | 193 |
|
|
2016
Q3 | $10.7M | Buy |
284,192
+34,541
| +14% | +$1.3M | 0.1% | 234 |
|
|
2016
Q2 | $9.49M | Sell |
249,651
-1,363
| -0.5% | -$51.8K | 0.1% | 253 |
|
|
2016
Q1 | $9.21M | Sell |
251,014
-8,700
| -3% | -$319K | 0.1% | 222 |
|
|
2015
Q4 | $9.61M | Sell |
259,714
-7,929
| -3% | -$293K | 0.11% | 205 |
|
|
2015
Q3 | $10.2M | Sell |
267,643
-5,451
| -2% | -$207K | 0.12% | 187 |
|
|
2015
Q2 | $11M | Sell |
273,094
-2,021
| -0.7% | -$81.3K | 0.13% | 190 |
|
|
2015
Q1 | $10.3M | Buy |
275,115
+3,000
| +1% | +$113K | 0.13% | 206 |
|
|
2014
Q4 | $10.2M | Buy |
272,115
+28,085
| +12% | +$1.05M | 0.15% | 161 |
|
|
2014
Q3 | $7.55M | Buy |
244,030
+1,436
| +0.6% | +$44.4K | 0.13% | 189 |
|
|
2014
Q2 | $7.84M | Buy |
242,594
+1,497
| +0.6% | +$48.4K | 0.15% | 184 |
|
|
2014
Q1 | $7.38M | Sell |
241,097
-5,808
| -2% | -$178K | 0.16% | 153 |
|
|
2013
Q4 | $7.77M | Buy |
+246,905
| New | +$7.77M | 0.26% | 106 |
|
|
2013
Q3 | – | Sell |
-240,230
| Closed | -$6.35M | – | 746 |
|
|
2013
Q2 | $6.35M | Buy |
+240,230
| New | +$6.35M | 0.17% | 155 |
|