Wells Fargo’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 | $17M | Buy |
466,041
+53,309
| +13% | +$1.94M | ﹤0.01% | 1390 |
|
2025
Q1 | $14.3M | Sell |
412,732
-20,765
| -5% | -$720K | ﹤0.01% | 1427 |
|
2024
Q4 | $16.3M | Buy |
433,497
+16,127
| +4% | +$606K | ﹤0.01% | 1330 |
|
2024
Q3 | $15.5M | Sell |
417,370
-3,211
| -0.8% | -$119K | ﹤0.01% | 1355 |
|
2024
Q2 | $13.6M | Sell |
420,581
-1,462
| -0.3% | -$47.4K | ﹤0.01% | 1390 |
|
2024
Q1 | $15.1M | Sell |
422,043
-15,379
| -4% | -$550K | ﹤0.01% | 1297 |
|
2023
Q4 | $16.4M | Buy |
437,422
+10,011
| +2% | +$376K | ﹤0.01% | 1213 |
|
2023
Q3 | $11.8M | Buy |
427,411
+10,620
| +3% | +$293K | ﹤0.01% | 1357 |
|
2023
Q2 | $12.4M | Buy |
416,791
+46,625
| +13% | +$1.38M | ﹤0.01% | 1378 |
|
2023
Q1 | $13M | Buy |
370,166
+15,203
| +4% | +$535K | ﹤0.01% | 1342 |
|
2022
Q4 | $14.4M | Sell |
354,963
-7,417
| -2% | -$300K | ﹤0.01% | 1256 |
|
2022
Q3 | $13M | Sell |
362,380
-27,479
| -7% | -$982K | ﹤0.01% | 1272 |
|
2022
Q2 | $13.7M | Sell |
389,859
-44,747
| -10% | -$1.57M | ﹤0.01% | 1302 |
|
2022
Q1 | $15.2M | Buy |
434,606
+24,434
| +6% | +$852K | ﹤0.01% | 1449 |
|
2021
Q4 | $14.9M | Buy |
410,172
+56,648
| +16% | +$2.06M | ﹤0.01% | 1493 |
|
2021
Q3 | $12.9M | Buy |
353,524
+110,623
| +46% | +$4.02M | ﹤0.01% | 1936 |
|
2021
Q2 | $8.87M | Sell |
242,901
-121,160
| -33% | -$4.42M | ﹤0.01% | 2242 |
|
2021
Q1 | $14M | Sell |
364,061
-57,965
| -14% | -$2.24M | ﹤0.01% | 1862 |
|
2020
Q4 | $13.7M | Sell |
422,026
-11,682
| -3% | -$378K | ﹤0.01% | 1829 |
|
2020
Q3 | $9.31M | Sell |
433,708
-33,490
| -7% | -$719K | ﹤0.01% | 1914 |
|
2020
Q2 | $12.9M | Buy |
467,198
+86,353
| +23% | +$2.39M | ﹤0.01% | 1643 |
|
2020
Q1 | $8.79M | Sell |
380,845
-504,449
| -57% | -$11.6M | ﹤0.01% | 1746 |
|
2019
Q4 | $34.2M | Buy |
885,294
+14,412
| +2% | +$557K | 0.01% | 1138 |
|
2019
Q3 | $33M | Buy |
870,882
+25,157
| +3% | +$953K | 0.01% | 1134 |
|
2019
Q2 | $31.4M | Sell |
845,725
-53,447
| -6% | -$1.98M | 0.01% | 1192 |
|
2019
Q1 | $32.6M | Buy |
899,172
+48,586
| +6% | +$1.76M | 0.01% | 1145 |
|
2018
Q4 | $26.5M | Sell |
850,586
-47,902
| -5% | -$1.49M | 0.01% | 1201 |
|
2018
Q3 | $32.7M | Sell |
898,488
-112,078
| -11% | -$4.07M | 0.01% | 1192 |
|
2018
Q2 | $36.8M | Buy |
1,010,566
+36,729
| +4% | +$1.34M | 0.01% | 1095 |
|
2018
Q1 | $34.3M | Buy |
973,837
+590,406
| +154% | +$20.8M | 0.01% | 1119 |
|
2017
Q4 | $13.3M | Buy |
383,431
+17,774
| +5% | +$618K | ﹤0.01% | 1771 |
|
2017
Q3 | $13.6M | Buy |
365,657
+23,403
| +7% | +$869K | ﹤0.01% | 1711 |
|
2017
Q2 | $13.4M | Buy |
342,254
+56,007
| +20% | +$2.2M | ﹤0.01% | 1678 |
|
2017
Q1 | $12.1M | Buy |
286,247
+16,033
| +6% | +$677K | ﹤0.01% | 1751 |
|
2016
Q4 | $12.5M | Buy |
270,214
+32,841
| +14% | +$1.52M | ﹤0.01% | 1686 |
|
2016
Q3 | $8.94M | Sell |
237,373
-7,804
| -3% | -$294K | ﹤0.01% | 1823 |
|
2016
Q2 | $9.2M | Sell |
245,177
-9,874
| -4% | -$370K | ﹤0.01% | 1891 |
|
2016
Q1 | $9.36M | Buy |
255,051
+3,483
| +1% | +$128K | ﹤0.01% | 1856 |
|
2015
Q4 | $9.31M | Sell |
251,568
-5,732
| -2% | -$212K | ﹤0.01% | 1881 |
|
2015
Q3 | $9.77M | Sell |
257,300
-1,627
| -0.6% | -$61.8K | ﹤0.01% | 1809 |
|
2015
Q2 | $10.4M | Buy |
258,927
+9,897
| +4% | +$398K | ﹤0.01% | 1875 |
|
2015
Q1 | $9.36M | Buy |
249,030
+11,381
| +5% | +$428K | ﹤0.01% | 1931 |
|
2014
Q4 | $8.9M | Sell |
237,649
-7,132
| -3% | -$267K | ﹤0.01% | 1902 |
|
2014
Q3 | $7.57M | Sell |
244,781
-3,837
| -2% | -$119K | ﹤0.01% | 1989 |
|
2014
Q2 | $8.04M | Buy |
248,618
+7,529
| +3% | +$243K | ﹤0.01% | 1956 |
|
2014
Q1 | $7.38M | Buy |
241,089
+8,067
| +3% | +$247K | ﹤0.01% | 2026 |
|
2013
Q4 | $7.33M | Sell |
233,022
-5,552
| -2% | -$175K | ﹤0.01% | 1966 |
|
2013
Q3 | $6.91M | Buy |
238,574
+9,569
| +4% | +$277K | ﹤0.01% | 1943 |
|
2013
Q2 | $6.06M | Buy |
+229,005
| New | +$6.06M | ﹤0.01% | 1958 |
|