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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Nov-24 5:04 PM View:  | Uwharrie Capital Corp (UWHR) | 18-Nov-24 | Acquisition (other) | 81 | -- | -- | 2% 4.11K to 4.19K | |
| 21-Jun-24 2:01 PM View: | Uwharrie Capital Corp (UWHR) | 21-Jun-24 | Grant | 193 | $7.75 | $1,495.75 | 5% 3.91K to 4.11K | |
| 22-Dec-23 4:29 PM View: | Uwharrie Capital Corp (UWHR) | 22-Dec-23 | Grant | 181 | $8.25 | $1,493.25 | 5% 3.73K to 3.91K | |
| 28-Nov-23 4:49 PM View: | Uwharrie Capital Corp (UWHR) | 21-Nov-23 | Acquisition (other) | 73 | -- | -- | 2% 3.66K to 3.73K | |
| 22-Jun-23 4:57 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-23 | Grant | 189 | $7.90 | $1,493.89 | 5% 3.47K to 3.66K | |
| 28-Dec-22 4:16 PM View: | Uwharrie Capital Corp (UWHR) | 28-Dec-22 | Grant | 196 | $7.62 | $1,493.97 | 6% 3.27K to 3.47K | |
| 23-Nov-22 5:35 PM View: | Uwharrie Capital Corp (UWHR) | 22-Nov-22 | Acquisition (other) | 79 | -- | -- | 2% 3.19K to 3.27K | |
| 23-Jun-22 5:37 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-22 | Grant | 193 | $7.75 | $1,496.52 | 6% 3.0K to 3.19K | |
| 09-Dec-21 4:22 PM View: | Uwharrie Capital Corp (UWHR) | 08-Dec-21 | Grant | 163 | $9.20 | $1,499.60 | 6% 2.84K to 3.0K | |
| 23-Nov-21 5:08 PM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-21 | Acquisition (other) | 81 | -- | -- | 3% 2.76K to 2.84K | |
| 30-Jun-21 3:37 PM View: | Uwharrie Capital Corp (UWHR) | 29-Jun-21 | Grant | 178 | $8.41 | $1,496.98 | 7% 2.58K to 2.76K | |
| 16-Dec-20 4:05 PM View: | Uwharrie Capital Corp (UWHR) | 16-Dec-20 | Grant | 282 | $5.31 | $1,497.42 | 12% 2.3K to 2.58K | |
| 23-Nov-20 1:34 PM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-20 | Acquisition (other) | 44 | -- | -- | 2% 2.25K to 2.3K | |
| 23-Jun-20 3:19 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-20 | Grant | 299 | $5.01 | $1,497.99 | 15% 1.95K to 2.25K | |
| 14-Dec-18 11:21 AM View: | Uwharrie Capital Corp (UWHR) | 14-Dec-18 | Acquisition (other) | 32 | -- | -- | 2% 1.62K to 1.65K | |
| 27-Dec-17 1:22 PM View: | Uwharrie Capital Corp (UWHR) | 27-Dec-17 | Acquisition (other) | 31 | -- | -- | 2% 1.59K to 1.62K | |
| 23-Nov-16 11:36 AM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-16 | Acquisition (other) | 31 | -- | -- | 2% 1.56K to 1.59K | |
| 19-Nov-15 4:05 PM View: | Uwharrie Capital Corp (UWHR) | 19-Nov-15 | Acquisition (other) | 30 | -- | -- | 2% 1.53K to 1.56K | |
| 15-Aug-14 9:17 AM View: | Uwharrie Capital Corp (UWHR) | 15-Aug-14 | Acquisition (other) | 30 | -- | -- | 2% 1.5K to 1.53K | |
| 31-Mar-11 6:33 PM View: | Uwharrie Capital Corp (UWHR) | 30-Mar-11 | Purchase | 400 | $3.75 | $1,500.00 | 36% 1.1K to 1.5K |