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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 21-Jun-24 1:09 PM View:  | Uwharrie Capital Corp (UWHR) | 21-Jun-24 | Grant | 193 | $7.75 | $1,495.75 | 6% 3.21K to 3.4K | |
| 22-Dec-23 3:57 PM View: | Uwharrie Capital Corp (UWHR) | 22-Dec-23 | Grant | 181 | $8.25 | $1,493.25 | 6% 3.03K to 3.21K | |
| 28-Nov-23 3:49 PM View: | Uwharrie Capital Corp (UWHR) | 21-Nov-23 | Acquisition (other) | 59 | -- | -- | 2% 2.97K to 3.03K | |
| 22-Jun-23 4:29 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-23 | Grant | 189 | $7.90 | $1,493.89 | 7% 2.78K to 2.97K | |
| 28-Dec-22 10:41 AM View: | Uwharrie Capital Corp (UWHR) | 28-Dec-22 | Grant | 196 | $7.62 | $1,493.97 | 8% 2.58K to 2.78K | |
| 23-Nov-22 5:18 PM View: | Uwharrie Capital Corp (UWHR) | 22-Nov-22 | Acquisition (other) | 63 | -- | -- | 3% 2.52K to 2.58K | |
| 23-Jun-22 5:14 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-22 | Grant | 193 | $7.75 | $1,496.52 | 8% 2.33K to 2.52K | |
| 09-Dec-21 3:06 PM View: | Uwharrie Capital Corp (UWHR) | 08-Dec-21 | Grant | 163 | $9.20 | $1,499.60 | 8% 2.16K to 2.33K | |
| 23-Nov-21 4:07 PM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-21 | Acquisition (other) | 63 | -- | -- | 3% 2.1K to 2.16K | |
| 30-Jun-21 2:23 PM View: | Uwharrie Capital Corp (UWHR) | 29-Jun-21 | Grant | 178 | $8.41 | $1,496.98 | 9% 1.92K to 2.1K | |
| 16-Dec-20 1:36 PM View: | Uwharrie Capital Corp (UWHR) | 16-Dec-20 | Grant | 282 | $5.31 | $1,497.42 | 17% 1.64K to 1.92K | |
| 23-Nov-20 12:39 PM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-20 | Acquisition (other) | 32 | -- | -- | 2% 1.61K to 1.64K | |
| 23-Jun-20 1:25 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-20 | Grant | 299 | $5.01 | $1,497.99 | 23% 1.31K to 1.61K | |
| 23-Dec-19 11:55 AM View: | Uwharrie Capital Corp (UWHR) | 23-Dec-19 | Grant | 267 | $5.60 | $1,495.20 | 26% 1.04K to 1.31K | |
| 09-Dec-19 3:20 PM View: | Uwharrie Capital Corp (UWHR) | 09-Dec-19 | Acquisition (other) | 20 | -- | -- | 2% 1.02K to 1.04K |