Wealthspire Advisors, LLC United Bankshares Inc Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in United Bankshares Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 8,468 shares of UBSI stock, worth $321,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,468

Previous 8,299 2.04%

Holding current value

$321,275

Previous $269,000 16.73%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$31.56 - $39.32 $5,333 - $6,645	169 Added 2.04%	8,468 $314,000
Q2 2024 Aug 08, 2024	BUY	$31.07 - $35.15 $3,044 - $3,444	98 Added 1.19%	8,299 $269,000
Q1 2024 May 06, 2024	BUY	$33.1 - $37.76 $397 - $453	12 Added 0.15%	8,201 $293,000
Q4 2023 Feb 06, 2024	BUY	$25.99 - $38.3 $441 - $651	17 Added 0.21%	8,189 $307,000
Q3 2023 Nov 06, 2023	BUY	$26.74 - $33.81 $401 - $507	15 Added 0.18%	8,172 $225,000
Q2 2023 Jul 31, 2023	BUY	$27.93 - $34.98 $363 - $454	13 Added 0.16%	8,157 $242,000
Q1 2023 May 09, 2023	SELL	$35.03 - $42.3 $14,957 - $18,062	-427 Reduced 4.98%	8,144 $286,000
Q4 2022 Feb 13, 2023	SELL	$36.4 - $43.77 $1,856 - $2,232	-51 Reduced 0.59%	8,571 $347,000
Q3 2022 Nov 14, 2022	BUY	$34.17 - $40.68 $615 - $732	18 Added 0.21%	8,622 $309,000
Q2 2022 Aug 09, 2022	BUY	$33.26 - $37.57 $286,169 - $323,252	8,604 New	8,604 $302,000
Q4 2021 Feb 14, 2022	SELL	$34.13 - $39.1 $344,986 - $395,222	-10,108 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$32.14 - $36.86 $2.26 Million - $2.59 Million	-70,288 Reduced 87.43%	10,108 $368,000
Q2 2021 Aug 13, 2021	BUY	$36.36 - $42.31 $1,781 - $2,073	49 Added 0.06%	80,396 $2.93 Million
Q1 2021 May 17, 2021	SELL	$31.66 - $40.74 $83,139 - $106,983	-2,626 Reduced 3.16%	80,347 $3.1 Million
Q4 2020 Feb 16, 2021	BUY	$22.2 - $32.43 $1.84 Million - $2.69 Million	82,973 New	82,973 $2.69 Million
Q2 2020 Aug 14, 2020	SELL	$21.96 - $32.31 $1.75 Million - $2.58 Million	-79,727 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$20.68 - $38.7 $1.65 Million - $3.09 Million	79,727 New	79,727 $1.84 Million

Others Institutions Holding UBSI

# of Institutions

349

Shares Held

93.4M

Call Options Held

129K

Put Options Held

24.7K

View Full List

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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Wealthspire Advisors, LLC United Bankshares Inc Transaction History