A detailed history of Heritage Wealth Advisors transactions in United Bankshares Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 21,924 shares of UBSI stock, worth $831,796. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,924
Previous 21,865 0.27%
Holding current value
$831,796
Previous $709,000 14.67%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$31.56 - $39.32 $1,862 - $2,319
59 Added 0.27%
21,924 $813,000
Q2 2024

Dec 12, 2024

BUY
$31.07 - $35.15 $1,739 - $1,968
56 Added 0.26%
21,865 $709,000
Q2 2024

Aug 05, 2024

BUY
$31.07 - $35.15 $525,269 - $594,245
16,906 Added 340.92%
21,865 $709,000
Q1 2024

Dec 12, 2024

BUY
$33.1 - $37.76 $1,621 - $1,850
49 Added 0.23%
21,809 $780,000
Q1 2024

May 08, 2024

SELL
$33.1 - $37.76 $556,113 - $634,405
-16,801 Reduced 77.21%
4,959 $177,000
Q4 2023

Dec 12, 2024

BUY
$25.99 - $38.3 $1,741 - $2,566
67 Added 0.31%
21,760 $817,000
Q4 2023

Feb 09, 2024

BUY
$25.99 - $38.3 $1,741 - $2,566
67 Added 0.31%
21,760 $817,000
Q3 2023

Dec 12, 2024

BUY
$26.74 - $33.81 $1,604 - $2,028
60 Added 0.28%
21,693 $598,000
Q3 2023

Nov 08, 2023

BUY
$26.74 - $33.81 $1,604 - $2,028
60 Added 0.28%
21,693 $598,000
Q2 2023

Dec 12, 2024

SELL
$27.93 - $34.98 $8,127 - $10,179
-291 Reduced 1.33%
21,633 $641,000
Q2 2023

Aug 09, 2023

BUY
$27.93 - $34.98 $139,650 - $174,899
5,000 Added 30.06%
21,633 $641,000
Q4 2022

Dec 12, 2024

SELL
$36.4 - $43.77 $44,772 - $53,837
-1,230 Reduced 6.89%
16,633 $673,000
Q4 2022

Feb 06, 2023

SELL
$36.4 - $43.77 $44,772 - $53,837
-1,230 Reduced 6.89%
16,633 $673,000
Q3 2022

Dec 12, 2024

SELL
$34.17 - $40.68 $138,764 - $165,201
-4,061 Reduced 18.52%
17,863 $638,000
Q4 2021

Feb 02, 2022

BUY
$34.13 - $39.1 $609,664 - $698,443
17,863 New
17,863 $648,000

Others Institutions Holding UBSI

About UNITED BANKSHARES INC


  • Ticker UBSI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 134,592,000
  • Market Cap $5.11B
  • 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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