Zurich Cantonal Bank’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 | $1.39M | Buy |
38,144
+4,525
| +13% | +$165K | ﹤0.01% | 1068 |
|
|
2025
Q1 | $1.17M | Buy |
33,619
+1,554
| +5% | +$53.9K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $1.2M | Buy |
32,065
+2,899
| +10% | +$109K | ﹤0.01% | 1094 |
|
|
2024
Q3 | $1.08M | Buy |
29,166
+1,197
| +4% | +$44.4K | ﹤0.01% | 1089 |
|
|
2024
Q2 | $907K | Hold |
27,969
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q1 | $1M | Buy |
27,969
+541
| +2% | +$19.4K | ﹤0.01% | 1063 |
|
|
2023
Q4 | $1.03M | Buy |
27,428
+2,330
| +9% | +$87.5K | ﹤0.01% | 1047 |
|
|
2023
Q3 | $692K | Buy |
25,098
+2,207
| +10% | +$60.9K | ﹤0.01% | 1203 |
|
|
2023
Q2 | $679K | Buy |
22,891
+1,822
| +9% | +$54.1K | ﹤0.01% | 1169 |
|
|
2023
Q1 | $742K | Hold |
21,069
| – | – | ﹤0.01% | 1054 |
|
|
2022
Q4 | $853K | Buy |
21,069
+3,281
| +18% | +$133K | ﹤0.01% | 946 |
|
|
2022
Q3 | $636K | Buy |
17,788
+1,439
| +9% | +$51.5K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $573K | Sell |
16,349
-1,525
| -9% | -$53.4K | ﹤0.01% | 1132 |
|
|
2022
Q1 | $623K | Hold |
17,874
| – | – | ﹤0.01% | 1210 |
|
|
2021
Q4 | $648K | Buy |
17,874
+4,570
| +34% | +$166K | ﹤0.01% | 1265 |
|
|
2021
Q3 | $484K | Buy |
+13,304
| New | +$484K | ﹤0.01% | 1320 |
|
|
2021
Q1 | – | Sell |
-15,773
| Closed | -$511K | – | 2569 |
|
|
2020
Q4 | $511K | Buy |
15,773
+1,371
| +10% | +$44.4K | ﹤0.01% | 1277 |
|
|
2020
Q3 | $309K | Hold |
14,402
| – | – | ﹤0.01% | 1321 |
|
|
2020
Q2 | $398K | Buy |
14,402
+5,703
| +66% | +$158K | ﹤0.01% | 1123 |
|
|
2020
Q1 | $201K | Buy |
8,699
+816
| +10% | +$18.9K | ﹤0.01% | 1234 |
|
|
2019
Q4 | $305K | Hold |
7,883
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q3 | $299K | Buy |
7,883
+551
| +8% | +$20.9K | ﹤0.01% | 1061 |
|
|
2019
Q2 | $272K | Hold |
7,332
| – | – | ﹤0.01% | 1099 |
|
|
2019
Q1 | $266K | Sell |
7,332
-786
| -10% | -$28.5K | ﹤0.01% | 1066 |
|
|
2018
Q4 | $253K | Buy |
8,118
+1,591
| +24% | +$49.6K | ﹤0.01% | 1076 |
|
|
2018
Q3 | $237K | Buy |
6,527
+762
| +13% | +$27.7K | ﹤0.01% | 1208 |
|
|
2018
Q2 | $210K | Hold |
5,765
| – | – | ﹤0.01% | 1215 |
|
|
2018
Q1 | $203K | Hold |
5,765
| – | – | ﹤0.01% | 1189 |
|
|
2017
Q4 | $200K | Buy |
5,765
+1,712
| +42% | +$59.4K | ﹤0.01% | 1186 |
|
|
2017
Q3 | $151K | Hold |
4,053
| – | – | ﹤0.01% | 1151 |
|
|
2017
Q2 | $159K | Buy |
4,053
+1,563
| +63% | +$61.3K | ﹤0.01% | 1096 |
|
|
2017
Q1 | $105K | Hold |
2,490
| – | – | ﹤0.01% | 1324 |
|
|
2016
Q4 | $115K | Hold |
2,490
| – | – | ﹤0.01% | 1220 |
|
|
2016
Q3 | $94K | Buy |
2,490
+249
| +11% | +$9.4K | ﹤0.01% | 1295 |
|
|
2016
Q2 | $84K | Hold |
2,241
| – | – | ﹤0.01% | 1243 |
|
|
2016
Q1 | $82K | Buy |
2,241
+697
| +45% | +$25.5K | ﹤0.01% | 1233 |
|
|
2015
Q4 | $57K | Buy |
1,544
+661
| +75% | +$24.4K | ﹤0.01% | 1385 |
|
|
2015
Q3 | $34K | Buy |
883
+721
| +445% | +$27.8K | ﹤0.01% | 1311 |
|
|
2015
Q2 | $7K | Hold |
162
| – | – | ﹤0.01% | 1658 |
|
|
2015
Q1 | $6K | Buy |
+162
| New | +$6K | ﹤0.01% | 1772 |
|