United Services Automobile Association’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 | – | Sell |
-8,592
| Closed | -$296K | – | 960 |
|
2025
Q1 | $296K | Buy |
+8,592
| New | +$296K | 0.01% | 832 |
|
2024
Q3 | – | Sell |
-11,655
| Closed | -$378K | – | 449 |
|
2024
Q2 | $378K | Sell |
11,655
-1,016
| -8% | -$33K | 0.01% | 381 |
|
2024
Q1 | $453K | Hold |
12,671
| – | – | 0.01% | 352 |
|
2023
Q4 | $476K | Buy |
12,671
+1,652
| +15% | +$62K | 0.01% | 341 |
|
2023
Q3 | $304K | Buy |
+11,019
| New | +$304K | 0.01% | 358 |
|
2023
Q1 | – | Sell |
-14,591
| Closed | -$591K | – | 526 |
|
2022
Q4 | $591K | Hold |
14,591
| – | – | 0.01% | 401 |
|
2022
Q3 | $522K | Hold |
14,591
| – | – | 0.01% | 413 |
|
2022
Q2 | $511K | Buy |
+14,591
| New | +$511K | 0.01% | 417 |
|
2019
Q3 | – | Sell |
-15,601
| Closed | -$579K | – | 1649 |
|
2019
Q2 | $579K | Sell |
15,601
-938
| -6% | -$34.8K | ﹤0.01% | 1555 |
|
2019
Q1 | $599K | Hold |
16,539
| – | – | ﹤0.01% | 1548 |
|
2018
Q4 | $515K | Hold |
16,539
| – | – | ﹤0.01% | 1547 |
|
2018
Q3 | $601K | Hold |
16,539
| – | – | ﹤0.01% | 1602 |
|
2018
Q2 | $602K | Hold |
16,539
| – | – | ﹤0.01% | 1603 |
|
2018
Q1 | $583K | Buy |
+16,539
| New | +$583K | ﹤0.01% | 1637 |
|