Creative Planning United Bankshares Inc Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in United Bankshares Inc stock. As of the latest transaction made, Creative Planning holds 51,619 shares of UBSI stock, worth $2.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51,619
Previous 51,459 0.31%
Holding current value
$2.18 Million
Previous $1.67 Million 14.74%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$31.56 - $39.32 $5,049 - $6,291
160 Added 0.31%
51,619 $1.92 Million
Q2 2024

Aug 15, 2024
SELL
$31.07 - $35.15 $12,552 - $14,200
-404 Reduced 0.78%
51,459 $1.67 Million
Q1 2024

May 10, 2024
SELL
$33.1 - $37.76 $860,401 - $981,533
-25,994 Reduced 33.39%
51,863 $1.86 Million
Q4 2023

Feb 14, 2024
BUY
$25.99 - $38.3 $33,137 - $48,832
1,275 Added 1.66%
77,857 $2.92 Million
Q3 2023

Nov 16, 2023
BUY
$26.74 - $33.81 $61,154 - $77,323
2,287 Added 3.08%
76,582 $2.11 Million
Q2 2023

Jul 21, 2023
SELL
$27.93 - $34.98 $104,039 - $130,300
-3,725 Reduced 4.77%
74,295 $2.2 Million
Q1 2023

May 15, 2023
BUY
$35.03 - $42.3 $11,314 - $13,662
323 Added 0.42%
78,020 $2.75 Million
Q4 2022

Feb 10, 2023
BUY
$36.4 - $43.77 $100,427 - $120,761
2,759 Added 3.68%
77,697 $3.15 Million
Q3 2022

Nov 03, 2022
BUY
$34.17 - $40.68 $8,098 - $9,641
237 Added 0.32%
74,938 $2.68 Million
Q2 2022

Aug 15, 2022
BUY
$33.26 - $37.57 $201,156 - $227,223
6,048 Added 8.81%
74,701 $2.62 Million
Q1 2022

May 16, 2022
BUY
$33.73 - $39.41 $106,687 - $124,653
3,163 Added 4.83%
68,653 $2.4 Million
Q4 2021

Feb 11, 2022
SELL
$34.13 - $39.1 $1.4 Million - $1.6 Million
-41,039 Reduced 38.52%
65,490 $2.38 Million
Q3 2021

Nov 10, 2021
SELL
$32.14 - $36.86 $1.29 Million - $1.48 Million
-40,062 Reduced 27.33%
106,529 $3.88 Million
Q2 2021

Aug 04, 2021
BUY
$36.36 - $42.31 $1.92 Million - $2.24 Million
52,942 Added 56.53%
146,591 $5.35 Million
Q1 2021

Apr 30, 2021
BUY
$31.66 - $40.74 $94 - $122
3 Added 0.0%
93,649 $3.61 Million
Q4 2020

Jan 29, 2021
BUY
$22.2 - $32.43 $66 - $97
3 Added 0.0%
93,646 $3.03 Million
Q3 2020

Nov 05, 2020
BUY
$20.86 - $29.22 $4,172 - $5,844
200 Added 0.21%
93,643 $2.01 Million
Q1 2020

May 05, 2020
SELL
$20.68 - $38.7 $3,453 - $6,462
-167 Reduced 0.18%
93,443 $2.16 Million
Q4 2019

Jan 30, 2020
SELL
$36.48 - $40.59 $18,130 - $20,173
-497 Reduced 0.53%
93,610 $3.62 Million
Q3 2019

Nov 01, 2019
SELL
$34.94 - $39.59 $80,466 - $91,175
-2,303 Reduced 2.39%
94,107 $3.56 Million
Q2 2019

Jul 26, 2019
SELL
$35.78 - $39.71 $8,909 - $9,887
-249 Reduced 0.26%
96,410 $3.58 Million
Q1 2019

Apr 24, 2019
BUY
$31.59 - $38.72 $884 - $1,084
28 Added 0.03%
96,659 $3.5 Million
Q4 2018

Feb 01, 2019
SELL
$29.21 - $36.31 $16,123 - $20,043
-552 Reduced 0.57%
96,631 $3.01 Million
Q3 2018

Oct 25, 2018
BUY
$35.3 - $39.75 $28,875 - $32,515
818 Added 0.85%
97,183 $3.53 Million
Q2 2018

Jul 20, 2018
SELL
$33.9 - $38.4 $67 - $76
-2 Reduced -0.0%
96,365 $3.51 Million
Q1 2018

Apr 18, 2018
BUY
$33.65 - $37.8 $3,163 - $3,553
94 Added 0.1%
96,367 $3.4 Million
Q4 2017

Jan 17, 2018
SELL
$34.05 - $37.9 $417,350 - $464,540
-12,257 Reduced 11.29%
96,273 $3.35 Million
Q3 2017

Oct 17, 2017
BUY
$32.05 - $37.4 $3.48 Million - $4.06 Million
108,530
108,530 $4.03 Million

Others Institutions Holding UBSI

# of Institutions
349
Shares Held
93.7M
Call Options Held
129K
Put Options Held
24.7K
View Full List

About UNITED BANKSHARES INC

UBSI Quotes by TradingView
  • Ticker UBSI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 134,592,000
  • Market Cap $5.68B
  • 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...
More about UBSI
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