Sargent Investment Group, LLC United Bankshares Inc Transaction History

Sargent Investment Group, LLC

$449 Million
Q1 2024

A detailed history of Sargent Investment Group, LLC transactions in United Bankshares Inc stock. As of the latest transaction made, Sargent Investment Group, LLC holds 8,645 shares of UBSI stock, worth $275,689. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,645

Previous 9,895 12.63%

Holding current value

$275,689

Previous $371,000 16.71%

% of portfolio

0.07%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$33.1 - $37.76 $41,375 - $47,200	-1,250 Reduced 12.63%	8,645 $309,000
Q3 2023 Nov 13, 2023	SELL	$26.74 - $33.81 $1,337 - $1,690	-50 Reduced 0.5%	9,895 $273,000
Q2 2023 Jul 31, 2023	SELL	$27.93 - $34.98 $9,775 - $12,242	-350 Reduced 3.4%	9,945 $295,000
Q1 2023 May 02, 2023	SELL	$35.03 - $42.3 $35,030 - $42,300	-1,000 Reduced 8.85%	10,295 $362,000
Q3 2022 Oct 26, 2022	SELL	$34.17 - $40.68 $15,376 - $18,306	-450 Reduced 3.83%	11,295 $430,000

Q2 2022 Jul 26, 2022	BUY	$33.26 - $37.57 $13,304 - $15,028	400 Added 3.53%	11,745 $412,000
Q4 2021 Feb 11, 2022	SELL	$34.13 - $39.1 $81,912 - $93,840	-2,400 Reduced 17.46%	11,345 $412,000
Q3 2021 Nov 12, 2021	SELL	$32.14 - $36.86 $33,586 - $38,518	-1,045 Reduced 7.07%	13,745 $500,000
Q2 2021 Aug 05, 2021	SELL	$36.36 - $42.31 $461,772 - $537,337	-12,700 Reduced 46.2%	14,790 $540,000
Q1 2021 May 04, 2021	SELL	$31.66 - $40.74 $101,312 - $130,368	-3,200 Reduced 10.43%	27,490 $1.06 Million
Q4 2020 Feb 10, 2021	SELL	$22.2 - $32.43 $419,580 - $612,927	-18,900 Reduced 38.11%	30,690 $994,000
Q3 2020 Nov 12, 2020	SELL	$20.86 - $29.22 $71,549 - $100,224	-3,430 Reduced 6.47%	49,590 $1.07 Million
Q2 2020 Aug 11, 2020	BUY	$21.96 - $32.31 $61,927 - $91,114	2,820 Added 5.62%	53,020 $1.41 Million
Q1 2020 May 12, 2020	SELL	$20.68 - $38.7 $476,260 - $891,261	-23,030 Reduced 31.45%	50,200 $1.16 Million
Q4 2019 Feb 11, 2020	BUY	$36.48 - $40.59 $121,478 - $135,164	3,330 Added 4.76%	73,230 $2.83 Million
Q4 2019 Jan 30, 2020	SELL	$36.48 - $40.59 $670,867 - $746,450	-18,390 Reduced 20.83%	69,900 $2.7 Million
Q3 2019 Oct 29, 2019	SELL	$34.94 - $39.59 $1.96 Million - $2.22 Million	-56,150 Reduced 38.87%	88,290 $3.34 Million
Q2 2019 Aug 12, 2019	SELL	$35.78 - $39.71 $1.02 Million - $1.13 Million	-28,415 Reduced 16.44%	144,440 $5.36 Million
Q1 2019 May 13, 2019	SELL	$31.59 - $38.72 $69,498 - $85,184	-2,200 Reduced 1.26%	172,855 $6.26 Million
Q4 2018 Feb 12, 2019	BUY	$29.21 - $36.31 $5.11 Million - $6.36 Million	175,055 New	175,055 $5.45 Million

Others Institutions Holding UBSI

# of Institutions

327

Shares Held

93.3M

Call Options Held

104K

Put Options Held

37K

View Full List

About UNITED BANKSHARES INC

Ticker UBSI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 134,592,000
Market Cap $4.29B
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...

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Sargent Investment Group, LLC United Bankshares Inc Transaction History