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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 21-Jun-24 1:41 PM View:  | Uwharrie Capital Corp (UWHR) | 21-Jun-24 | Grant | 193 | $7.75 | $1,495.75 | 2% 8.74K to 8.93K | |
| 22-Dec-23 4:51 PM View: | Uwharrie Capital Corp (UWHR) | 22-Dec-23 | Grant | 181 | $8.25 | $1,493.25 | 2% 8.56K to 8.74K | |
| 28-Nov-23 4:26 PM View: | Uwharrie Capital Corp (UWHR) | 21-Nov-23 | Acquisition (other) | 167 | -- | -- | 2% 8.39K to 8.56K | |
| 22-Jun-23 4:43 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-23 | Grant | 189 | $7.90 | $1,493.89 | 2% 8.2K to 8.39K | |
| 28-Dec-22 11:12 AM View: | Uwharrie Capital Corp (UWHR) | 28-Dec-22 | Grant | 196 | $7.62 | $1,493.97 | 2% 8.01K to 8.2K | |
| 23-Nov-22 5:23 PM View: | Uwharrie Capital Corp (UWHR) | 22-Nov-22 | Acquisition (other) | 195 | -- | -- | 2% 7.81K to 8.01K | |
| 23-Jun-22 5:24 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-22 | Grant | 193 | $7.75 | $1,496.52 | 3% 7.62K to 7.81K | |
| 09-Dec-21 3:39 PM View: | Uwharrie Capital Corp (UWHR) | 08-Dec-21 | Grant | 163 | $9.20 | $1,499.60 | 2% 7.46K to 7.62K | |
| 23-Nov-21 4:39 PM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-21 | Acquisition (other) | 217 | -- | -- | 3% 7.24K to 7.46K | |
| 30-Jun-21 3:03 PM View: | Uwharrie Capital Corp (UWHR) | 29-Jun-21 | Grant | 178 | $8.41 | $1,496.98 | 3% 7.06K to 7.24K | |
| 16-Dec-20 3:28 PM View: | Uwharrie Capital Corp (UWHR) | 16-Dec-20 | Grant | 282 | $5.31 | $1,497.42 | 4% 6.78K to 7.06K | |
| 23-Nov-20 1:14 PM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-20 | Acquisition (other) | 132 | -- | -- | 2% 6.65K to 6.78K | |
| 23-Jun-20 2:24 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-20 | Grant | 299 | $5.01 | $1,497.99 | 5% 6.35K to 6.65K | |
| 29-May-20 3:51 PM View: | Uwharrie Capital Corp (UWHR) | 29-May-20 | Acquisition (other) | 1,526 | -- | -- | 16% 9.4K to 10.93K | |
| 29-May-20 3:51 PM View: | Uwharrie Capital Corp (UWHR) | 29-May-20 | Disposition (other) | 4,580 | -- | -- | (42%) 10.93K to 6.35K | |
| 23-Dec-19 12:59 PM View: | Uwharrie Capital Corp (UWHR) | 23-Dec-19 | Grant | 267 | $5.60 | $1,495.20 | 3% 9.14K to 9.4K | |
| 09-Dec-19 5:08 PM View: | Uwharrie Capital Corp (UWHR) | 09-Dec-19 | Acquisition (other) | 89 | -- | -- | < 1% 8.96K to 9.05K | |
| 09-Dec-19 5:08 PM View: | Uwharrie Capital Corp (UWHR) | 09-Dec-19 | Acquisition (other) | 89 | -- | -- | < 1% 9.05K to 9.14K |