Coldstream Capital Management Inc United Bankshares Inc Transaction History

Coldstream Capital Management Inc

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$35.03 - $42.3 $3,082 - $3,722	-88 Reduced 1.38%	6,290 $221,000
Q4 2022 Jan 10, 2023	SELL	$36.4 - $43.77 $8,663 - $10,417	-238 Reduced 3.6%	6,378 $0
Q2 2022 Aug 08, 2022	BUY	$33.26 - $37.57 $220,048 - $248,563	6,616 New	6,616 $232,000
Q2 2022 Aug 08, 2022	SELL	$33.26 - $37.57 $223,041 - $251,944	-6,706 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$33.73 - $39.41 $1,787 - $2,088	-53 Reduced 0.78%	6,706 $234,000
Q4 2021 Feb 11, 2022	BUY	$34.13 - $39.1 $230,684 - $264,276	6,759 New	6,759 $245,000
Q2 2020 Aug 12, 2020	SELL	$21.96 - $32.31 $642,593 - $945,455	-29,262 Closed	0 $0
Q1 2020 May 27, 2020	BUY	$20.68 - $38.7 $80,548 - $150,736	3,895 Added 15.35%	29,262 $676,000
Q4 2019 Feb 13, 2020	SELL	$36.48 - $40.59 $26,885 - $29,914	-737 Reduced 2.82%	25,367 $981,000
Q3 2019 Nov 15, 2019	SELL	$34.94 - $39.59 $21,557 - $24,427	-617 Reduced 2.31%	26,104 $988,000
Q2 2019 Aug 15, 2019	SELL	$35.78 - $39.71 $15,385 - $17,075	-430 Reduced 1.58%	26,721 $991,000
Q1 2019 May 10, 2019	BUY	$31.59 - $38.72 $857,700 - $1.05 Million	27,151 New	27,151 $984,000

349

93.4M

129K

24.7K

Ticker UBSI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 134,592,000
Market Cap $4.81B
Description
United Bankshares, Inc., a financial holding company, primarily provides commercial and retail banking products and services in the United States. It operates through two segments, Community Banking and Mortgage Banking. The company accepts checking, savings, and time and money market accounts; individual retirement accounts; and demand deposits...

Get notified when there are updates to the investment portfolio of Coldstream Capital Management Inc, based on Form 13F filings with the SEC.

Stay updated on Coldstream Capital Management Inc with notifications on news.