Waldron Private Wealth LLC United Bankshares Inc Transaction History

Waldron Private Wealth LLC

$2.4 Billion
Q3 2024

A detailed history of Waldron Private Wealth LLC transactions in United Bankshares Inc stock. As of the latest transaction made, Waldron Private Wealth LLC holds 83,414 shares of UBSI stock, worth $2.98 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

83,414

Previous 83,306 0.13%

Holding current value

$2.98 Million

Previous $2.7 Million 14.51%

% of portfolio

0.13%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$31.56 - $39.32 $3,408 - $4,246	108 Added 0.13%	83,414 $3.09 Million
Q1 2024 May 09, 2024	BUY	$33.1 - $37.76 $1,522 - $1,736	46 Added 0.06%	83,306 $2.98 Million
Q3 2023 Aug 29, 2024	BUY	$26.74 - $33.81 $144,476 - $182,675	5,403 Added 6.94%	83,260 $2.3 Million
Q3 2023 Oct 26, 2023	BUY	$26.74 - $33.81 $144,476 - $182,675	5,403 Added 6.94%	83,260 $2.33 Million
Q2 2023 Aug 29, 2024	SELL	$27.93 - $34.98 $159,647 - $199,945	-5,716 Reduced 6.84%	77,857 $2.31 Million
Q2 2023 Aug 07, 2023	SELL	$27.93 - $34.98 $159,647 - $199,945	-5,716 Reduced 6.84%	77,857 $2.33 Million
Q1 2023 Aug 29, 2024	BUY	$35.03 - $42.3 $9,353 - $11,294	267 Added 0.32%	83,573 $2.94 Million
Q1 2023 May 02, 2023	BUY	$35.03 - $42.3 $156,549 - $189,038	4,469 Added 5.65%	83,573 $2.96 Million
Q3 2022 Nov 14, 2022	SELL	$34.17 - $40.68 $39,227 - $46,700	-1,148 Reduced 1.43%	79,104 $2.84 Million
Q2 2022 Aug 03, 2022	SELL	$33.26 - $37.57 $2,494 - $2,817	-75 Reduced 0.09%	80,252 $2.83 Million
Q1 2022 May 04, 2022	BUY	$33.73 - $39.41 $2,529 - $2,955	75 Added 0.09%	80,327 $2.82 Million
Q4 2021 Feb 02, 2022	SELL	$34.13 - $39.1 $2,969 - $3,401	-87 Reduced 0.11%	80,252 $2.93 Million
Q3 2021 Nov 02, 2021	BUY	$32.14 - $36.86 $2,796 - $3,206	87 Added 0.11%	80,339 $2.94 Million
Q1 2021 May 11, 2021	SELL	$31.66 - $40.74 $415,379 - $534,508	-13,120 Reduced 14.05%	80,252 $3.12 Million
Q4 2020 Feb 12, 2021	BUY	$22.2 - $32.43 $843 - $1,232	38 Added 0.04%	93,372 $3.04 Million
Q3 2020 Nov 13, 2020	BUY	$20.86 - $29.22 $792 - $1,110	38 Added 0.04%	93,334 $2.02 Million
Q2 2020 Aug 11, 2020	SELL	$21.96 - $32.31 $62,937 - $92,600	-2,866 Reduced 2.98%	93,296 $2.6 Million
Q1 2020 May 05, 2020	BUY	$20.68 - $38.7 $504,736 - $944,550	24,407 Added 34.01%	96,162 $2.24 Million
Q4 2019 Feb 07, 2020	BUY	$36.48 - $40.59 $624,501 - $694,860	17,119 Added 31.33%	71,755 $2.79 Million
Q1 2019 May 01, 2019	SELL	$31.59 - $38.72 $372,888 - $457,050	-11,804 Reduced 17.77%	54,636 $2 Million
Q4 2018 Feb 13, 2019	BUY	$29.21 - $36.31 $156,945 - $195,093	5,373 Added 8.8%	66,440 $2.04 Million
Q2 2018 Aug 09, 2018	SELL	$33.9 - $38.4 $3,254 - $3,686	-96 Reduced 0.16%	61,067 $2.22 Million
Q1 2018 May 09, 2018	BUY	$33.65 - $37.8 $186,555 - $209,563	5,544 Added 9.97%	61,163 $2.16 Million
Q2 2017 Aug 14, 2017	BUY	N/A	55,619	55,619 $2.18 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 $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...

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Waldron Private Wealth LLC United Bankshares Inc Transaction History