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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 22-Dec-23 4:35 PM View:  | Uwharrie Capital Corp (UWHR) | 22-Dec-23 | Grant | 181 | $8.25 | $1,493.25 | 3% 6.72K to 6.91K | |
| 28-Nov-23 3:08 PM View: | Uwharrie Capital Corp (UWHR) | 21-Nov-23 | Acquisition (other) | 131 | -- | -- | 2% 6.59K to 6.72K | |
| 22-Jun-23 3:43 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-23 | Grant | 189 | $7.90 | $1,493.89 | 3% 6.4K to 6.59K | |
| 28-Dec-22 9:49 AM View: | Uwharrie Capital Corp (UWHR) | 28-Dec-22 | Grant | 196 | $7.62 | $1,493.97 | 3% 6.21K to 6.4K | |
| 23-Nov-22 5:06 PM View: | Uwharrie Capital Corp (UWHR) | 22-Nov-22 | Acquisition (other) | 151 | -- | -- | 2% 6.06K to 6.21K | |
| 23-Jun-22 4:53 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-22 | Grant | 193 | $7.75 | $1,496.52 | 3% 5.86K to 6.06K | |
| 09-Dec-21 1:18 PM View: | Uwharrie Capital Corp (UWHR) | 08-Dec-21 | Grant | 163 | $9.20 | $1,499.60 | 3% 5.7K to 5.86K | |
| 23-Nov-21 3:29 PM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-21 | Acquisition (other) | 166 | -- | -- | 3% 5.54K to 5.7K | |
| 30-Jun-21 1:45 PM View: | Uwharrie Capital Corp (UWHR) | 29-Jun-21 | Grant | 178 | $8.41 | $1,496.98 | 3% 5.36K to 5.54K | |
| 16-Dec-20 12:42 PM View: | Uwharrie Capital Corp (UWHR) | 16-Dec-20 | Grant | 282 | $5.31 | $1,497.42 | 6% 5.08K to 5.36K | |
| 23-Nov-20 11:22 AM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-20 | Acquisition (other) | 99 | -- | -- | 2% 4.98K to 5.08K | |
| 23-Nov-20 11:24 AM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-20 | Acquisition (other) Duplicate | 99 | -- | -- | 2% 4.98K to 5.08K | |
| 12-Aug-20 3:11 PM View: | Uwharrie Capital Corp (UWHR) | 12-Aug-20 | Purchase | 1,645 | $4.85 | $7,978.25 | 49% 3.33K to 4.98K | |
| 23-Jun-20 12:23 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-20 | Grant | 299 | $5.01 | $1,497.99 | 10% 3.03K to 3.33K | |
| 23-Dec-19 11:07 AM View: | Uwharrie Capital Corp (UWHR) | 23-Dec-19 | Grant | 267 | $5.60 | $1,495.20 | 10% 2.77K to 3.03K | |
| 09-Dec-19 2:04 PM View: | Uwharrie Capital Corp (UWHR) | 09-Dec-19 | Acquisition (other) | 54 | -- | -- | 2% 2.71K to 2.77K | |
| 14-Dec-18 8:53 AM View: | Uwharrie Capital Corp (UWHR) | 14-Dec-18 | Acquisition (other) | 53 | -- | -- | 2% 2.66K to 2.71K | |
| 27-Dec-17 10:37 AM View: | Uwharrie Capital Corp (UWHR) | 27-Dec-17 | Acquisition (other) | 52 | -- | -- | 2% 2.61K to 2.66K | |
| 23-Nov-16 10:04 AM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-16 | Acquisition (other) | 51 | -- | -- | 2% 2.56K to 2.61K | |
| 01-Sep-16 12:40 PM View: | Uwharrie Capital Corp (UWHR) | 31-Aug-16 | Sale | 251 | $4.55 | $1,142.05 | (9%) 2.81K to 2.56K |