Creative Planning »

United Bankshares shares owned by Creative Planning

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in United Bankshares

Tip: Access up to 7 years of quarterly data

All positions including United Bankshares held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Bankshares by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 78k 37.55
2023-09-30 $2.1M 77k 27.59
2023-06-30 $2.2M 74k 29.67
2023-03-31 $2.7M 78k 35.20
2022-12-31 $3.1M 78k 40.49
2022-09-30 $2.7M 75k 35.75
2022-06-30 $2.6M 75k 35.07
2022-03-31 $2.4M 69k 34.89
2021-12-31 $2.4M 66k 36.28
2021-09-30 $3.9M 107k 36.38
2021-06-30 $5.3M 147k 36.50
2021-03-31 $3.6M 94k 38.58
2020-12-31 $3.0M 94k 32.40
2020-09-30 $2.0M 94k 21.48
2020-06-30 $2.6M 93k 27.66
2020-03-31 $2.2M 93k 23.08
2019-12-31 $3.6M 94k 38.66
2019-09-30 $3.6M 94k 37.87
2019-06-30 $3.6M 96k 37.09
2019-03-31 $3.5M 97k 36.24
2018-12-31 $3.0M 97k 31.11
2018-09-30 $3.5M 97k 36.35
2018-06-30 $3.5M 96k 36.40
2018-03-31 $3.4M 96k 35.25
2017-12-31 $3.3M 96k 34.74
2017-09-30 $4.0M 109k 37.15
2017-06-30 $4.2M 108k 39.20
2017-03-31 $4.4M 105k 42.25
2016-12-31 $4.3M 94k 46.25
2016-09-30 $3.5M 93k 37.67
2016-06-30 $815k 22k 37.49
2016-03-31 $48k 1.3k 36.92
2015-12-31 $48k 1.3k 36.92
2015-09-30 $11k 300 36.67
2015-03-31 $14k 370 37.84
2014-12-31 $11k 300 36.67
2014-09-30 $9.0k 300 30.00
2014-06-30 $10k 300 33.33
2014-03-31 $11k 370 29.73
2013-12-31 $12k 390 30.77
2013-09-30 $26k 900 28.89
2013-06-30 $24k 900 26.67
2012-12-31 $7.0k 300 23.33
2012-09-30 $7.0k 300 23.33
2012-06-30 $8.0k 300 26.67