WPW
Waldron Private Wealth’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Hold |
77,341
| – | – | 0.12% | 75 |
|
|
2025
Q1 | $2.7M | Sell |
77,341
-553
| -0.7% | -$19.3K | 0.13% | 77 |
|
|
2024
Q4 | $2.94M | Sell |
77,894
-5,520
| -7% | -$209K | 0.12% | 90 |
|
|
2024
Q3 | $3.11M | Buy |
83,414
+108
| +0.1% | +$4.03K | 0.13% | 84 |
|
|
2024
Q2 | $2.72M | Hold |
83,306
| – | – | 0.12% | 86 |
|
|
2024
Q1 | $3M | Buy |
83,306
+46
| +0.1% | +$1.66K | 0.14% | 82 |
|
|
2023
Q4 | $3.14M | Hold |
83,260
| – | – | 0.15% | 79 |
|
|
2023
Q3 | $2.33M | Buy |
83,260
+5,403
| +7% | +$151K | 0.12% | 93 |
|
|
2023
Q2 | $2.33M | Sell |
77,857
-5,716
| -7% | -$171K | 0.12% | 90 |
|
|
2023
Q1 | $2.96M | Buy |
83,573
+4,469
| +6% | +$158K | 0.14% | 87 |
|
|
2022
Q4 | $2.84M | Hold |
79,104
| – | – | 0.18% | 83 |
|
|
2022
Q3 | $2.84M | Sell |
79,104
-1,148
| -1% | -$41.3K | 0.18% | 83 |
|
|
2022
Q2 | $2.83M | Sell |
80,252
-75
| -0.1% | -$2.65K | 0.16% | 89 |
|
|
2022
Q1 | $2.82M | Buy |
80,327
+75
| +0.1% | +$2.63K | 0.14% | 94 |
|
|
2021
Q4 | $2.93M | Sell |
80,252
-87
| -0.1% | -$3.17K | 0.14% | 93 |
|
|
2021
Q3 | $2.94M | Buy |
80,339
+87
| +0.1% | +$3.18K | 0.17% | 79 |
|
|
2021
Q2 | $2.94M | Hold |
80,252
| – | – | 0.19% | 72 |
|
|
2021
Q1 | $3.12M | Sell |
80,252
-13,120
| -14% | -$510K | 0.22% | 65 |
|
|
2020
Q4 | $3.04M | Buy |
93,372
+38
| +0% | +$1.24K | 0.23% | 64 |
|
|
2020
Q3 | $2.02M | Buy |
93,334
+38
| +0% | +$823 | 0.17% | 75 |
|
|
2020
Q2 | $2.6M | Sell |
93,296
-2,866
| -3% | -$79.8K | 0.23% | 61 |
|
|
2020
Q1 | $2.24M | Buy |
96,162
+24,407
| +34% | +$568K | 0.24% | 68 |
|
|
2019
Q4 | $2.79M | Buy |
71,755
+17,119
| +31% | +$666K | 0.25% | 60 |
|
|
2019
Q3 | $2.09M | Hold |
54,636
| – | – | 0.21% | 68 |
|
|
2019
Q2 | $2.05M | Hold |
54,636
| – | – | 0.22% | 54 |
|
|
2019
Q1 | $2M | Sell |
54,636
-53,177
| -49% | -$1.94M | 0.23% | 53 |
|
|
2018
Q4 | $3.32M | Buy |
107,813
+5,373
| +5% | +$166K | 0.48% | 34 |
|
|
2018
Q3 | $3.72M | Hold |
102,440
| – | – | 0.73% | 18 |
|
|
2018
Q2 | $3.73M | Sell |
102,440
-96
| -0.1% | -$3.49K | 0.81% | 18 |
|
|
2018
Q1 | $3.61M | Buy |
102,536
+5,544
| +6% | +$195K | 0.81% | 19 |
|
|
2017
Q4 | $3.37M | Hold |
96,992
| – | – | 0.79% | 17 |
|
|
2017
Q3 | $3.6M | Hold |
96,992
| – | – | 1.01% | 13 |
|
|
2017
Q2 | $3.8M | Sell |
96,992
-22,867
| -19% | -$896K | 1.21% | 11 |
|
|
2017
Q1 | $5.06M | Sell |
119,859
-3,232
| -3% | -$137K | 1.27% | 12 |
|
|
2016
Q4 | $5.69M | Sell |
123,091
-2,765
| -2% | -$128K | 1.96% | 10 |
|
|
2016
Q3 | $4.74M | Sell |
125,856
-230
| -0.2% | -$8.66K | 1.72% | 8 |
|
|
2016
Q2 | $4.73M | Buy |
126,086
+230
| +0.2% | +$8.63K | 1.74% | 8 |
|
|
2016
Q1 | $4.62M | Hold |
125,856
| – | – | 1.74% | 8 |
|
|
2015
Q4 | $4.65M | Hold |
125,856
| – | – | 1.73% | 10 |
|
|
2015
Q3 | $4.78M | Hold |
125,856
| – | – | 2.06% | 8 |
|
|
2015
Q2 | $5.06M | Hold |
125,856
| – | – | 2% | 10 |
|
|
2015
Q1 | $4.73M | Sell |
125,856
-6,594
| -5% | -$248K | 1.92% | 10 |
|
|
2014
Q4 | $4.96M | Sell |
132,450
-277
| -0.2% | -$10.4K | 2.06% | 8 |
|
|
2014
Q3 | $4.1M | Hold |
132,727
| – | – | 1.95% | 9 |
|
|
2014
Q2 | $4.29M | Hold |
132,727
| – | – | 1.98% | 8 |
|
|
2014
Q1 | $4.06M | Sell |
132,727
-214
| -0.2% | -$6.55K | 1.98% | 8 |
|
|
2013
Q4 | $4.18M | Buy |
+132,941
| New | +$4.18M | 1.91% | 8 |
|