Waldron Private Wealth’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Hold |
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|
2025
Q1 | $2.7M | Sell |
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|
2024
Q4 | $2.94M | Sell |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.72M | Hold |
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|
2024
Q1 | $3M | Buy |
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|
2023
Q4 | $3.14M | Hold |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.33M | Sell |
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|
2023
Q1 | $2.96M | Buy |
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|
2022
Q4 | $2.84M | Hold |
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|
2022
Q3 | $2.84M | Sell |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $2.82M | Buy |
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|
2021
Q4 | $2.93M | Sell |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $2.94M | Hold |
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|
2021
Q1 | $3.12M | Sell |
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|
2020
Q4 | $3.04M | Buy |
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|
2020
Q3 | $2.02M | Buy |
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|
2020
Q2 | $2.6M | Sell |
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|
2020
Q1 | $2.24M | Buy |
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|
2019
Q4 | $2.79M | Buy |
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|
2019
Q3 | $2.09M | Hold |
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|
2019
Q2 | $2.04M | Hold |
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|
2019
Q1 | $2M | Sell |
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|
2018
Q4 | $3.32M | Buy |
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|
2018
Q3 | $3.72M | Hold |
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|
2018
Q2 | $3.73M | Sell |
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|
2018
Q1 | $3.61M | Buy |
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|
2017
Q4 | $3.37M | Hold |
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|
2017
Q3 | $3.6M | Hold |
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|
2017
Q2 | $3.8M | Sell |
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|
2017
Q1 | $5.06M | Sell |
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|
2016
Q4 | $5.69M | Sell |
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|
2016
Q3 | $4.74M | Sell |
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|
2016
Q2 | $4.73M | Buy |
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|
2016
Q1 | $4.62M | Hold |
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|
2015
Q4 | $4.65M | Hold |
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|
2015
Q3 | $4.78M | Hold |
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|
2015
Q2 | $5.06M | Hold |
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|
2015
Q1 | $4.73M | Sell |
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|
2014
Q4 | $4.96M | Sell |
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|
2014
Q3 | $4.1M | Hold |
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|
2014
Q2 | $4.29M | Hold |
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|
2014
Q1 | $4.06M | Sell |
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|
2013
Q4 | $4.18M | Buy |
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