Wells Fargo’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.3K | Buy |
2,680
+1,910
| +248% | +$50.8K | ﹤0.01% | 4956 |
|
|
2025
Q1 | $24.2K | Hold |
770
| – | – | ﹤0.01% | 5195 |
|
|
2024
Q4 | $22.3K | Hold |
770
| – | – | ﹤0.01% | 5242 |
|
|
2024
Q3 | $20K | Sell |
770
-3,000
| -80% | -$77.8K | ﹤0.01% | 5238 |
|
|
2024
Q2 | $81K | Sell |
3,770
-13,629
| -78% | -$293K | ﹤0.01% | 4705 |
|
|
2024
Q1 | $531K | Sell |
17,399
-2,503
| -13% | -$76.3K | ﹤0.01% | 3509 |
|
|
2023
Q4 | $610K | Buy |
19,902
+2
| +0% | +$61 | ﹤0.01% | 3392 |
|
|
2023
Q3 | $427K | Buy |
19,900
+1
| +0% | +$21 | ﹤0.01% | 3603 |
|
|
2023
Q2 | $463K | Sell |
19,899
-23
| -0.1% | -$535 | ﹤0.01% | 3795 |
|
|
2023
Q1 | $441K | Buy |
19,922
+18,195
| +1,054% | +$402K | ﹤0.01% | 3690 |
|
|
2022
Q4 | $41.5K | Buy |
1,727
+300
| +21% | +$7.2K | ﹤0.01% | 4650 |
|
|
2022
Q3 | $33K | Hold |
1,427
| – | – | ﹤0.01% | 4837 |
|
|
2022
Q2 | $38K | Buy |
1,427
+402
| +39% | +$10.7K | ﹤0.01% | 4876 |
|
|
2022
Q1 | $32K | Sell |
1,025
-1
| -0.1% | -$31 | ﹤0.01% | 5510 |
|
|
2021
Q4 | $31K | Hold |
1,026
| – | – | ﹤0.01% | 5695 |
|
|
2021
Q3 | $33K | Hold |
1,026
| – | – | ﹤0.01% | 5473 |
|
|
2021
Q2 | $37K | Hold |
1,026
| – | – | ﹤0.01% | 5355 |
|
|
2021
Q1 | $31K | Sell |
1,026
-3,832
| -79% | -$116K | ﹤0.01% | 5664 |
|
|
2020
Q4 | $125K | Sell |
4,858
-1,293
| -21% | -$33.3K | ﹤0.01% | 5120 |
|
|
2020
Q3 | $124K | Sell |
6,151
-47
| -0.8% | -$947 | ﹤0.01% | 4988 |
|
|
2020
Q2 | $116K | Sell |
6,198
-2,454
| -28% | -$45.9K | ﹤0.01% | 4954 |
|
|
2020
Q1 | $195K | Buy |
8,652
+1,708
| +25% | +$38.5K | ﹤0.01% | 4544 |
|
|
2019
Q4 | $252K | Buy |
6,944
+47
| +0.7% | +$1.71K | ﹤0.01% | 4679 |
|
|
2019
Q3 | $218K | Buy |
6,897
+550
| +9% | +$17.4K | ﹤0.01% | 4737 |
|
|
2019
Q2 | $234K | Sell |
6,347
-343
| -5% | -$12.6K | ﹤0.01% | 4720 |
|
|
2019
Q1 | $302K | Buy |
6,690
+70
| +1% | +$3.16K | ﹤0.01% | 4554 |
|
|
2018
Q4 | $316K | Buy |
6,620
+221
| +3% | +$10.5K | ﹤0.01% | 4479 |
|
|
2018
Q3 | $339K | Buy |
6,399
+93
| +1% | +$4.93K | ﹤0.01% | 4569 |
|
|
2018
Q2 | $327K | Sell |
6,306
-318
| -5% | -$16.5K | ﹤0.01% | 4612 |
|
|
2018
Q1 | $336K | Buy |
6,624
+1,042
| +19% | +$52.9K | ﹤0.01% | 4528 |
|
|
2017
Q4 | $296K | Buy |
5,582
+1,497
| +37% | +$79.4K | ﹤0.01% | 4615 |
|
|
2017
Q3 | $198K | Buy |
4,085
+1,508
| +59% | +$73.1K | ﹤0.01% | 4754 |
|
|
2017
Q2 | $124K | Hold |
2,577
| – | – | ﹤0.01% | 4876 |
|
|
2017
Q1 | $103K | Hold |
2,577
| – | – | ﹤0.01% | 4949 |
|
|
2016
Q4 | $117K | Buy |
2,577
+1,777
| +222% | +$80.7K | ﹤0.01% | 4858 |
|
|
2016
Q3 | $27K | Buy |
800
+799
| +79,900% | +$27K | ﹤0.01% | 5233 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5964 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | – | – | 6070 |
|
|
2015
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6071 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 6084 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 6171 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 6069 |
|
|
2014
Q4 | – | Sell |
-1
| Closed | – | – | 6095 |
|
|
2014
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6073 |
|
|
2014
Q2 | – | Sell |
-1
| Closed | – | – | 6015 |
|
|
2014
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5830 |
|
|
2013
Q4 | – | Sell |
-1
| Closed | – | – | 5705 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5667 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5581 |
|