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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Nov-24 3:42 PM View:  | Uwharrie Capital Corp (UWHR) | 18-Nov-24 | Acquisition (other) | 89 | -- | -- | 2% 4.46K to 4.55K | |
| 21-Jun-24 11:59 AM View: | Uwharrie Capital Corp (UWHR) | 21-Jun-24 | Grant | 193 | $7.75 | $1,495.75 | 5% 4.27K to 4.46K | |
| 22-Dec-23 3:43 PM View: | Uwharrie Capital Corp (UWHR) | 22-Dec-23 | Grant | 181 | $8.25 | $1,493.25 | 4% 4.09K to 4.27K | |
| 28-Nov-23 1:15 PM View: | Uwharrie Capital Corp (UWHR) | 21-Nov-23 | Acquisition (other) | 80 | -- | -- | 2% 4.01K to 4.09K | |
| 22-Jun-23 3:30 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-23 | Grant | 189 | $7.90 | $1,493.89 | 5% 3.82K to 4.01K | |
| 28-Dec-22 9:37 AM View: | Uwharrie Capital Corp (UWHR) | 28-Dec-22 | Grant | 196 | $7.62 | $1,493.97 | 5% 3.62K to 3.82K | |
| 23-Nov-22 4:58 PM View: | Uwharrie Capital Corp (UWHR) | 22-Nov-22 | Acquisition (other) | 88 | -- | -- | 2% 3.53K to 3.62K | |
| 23-Jun-22 4:40 PM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-22 | Grant | 193 | $7.75 | $1,496.52 | 6% 3.34K to 3.53K | |
| 09-Dec-21 12:08 PM View: | Uwharrie Capital Corp (UWHR) | 08-Dec-21 | Grant | 163 | $9.20 | $1,499.60 | 5% 3.18K to 3.34K | |
| 23-Nov-21 2:54 PM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-21 | Acquisition (other) | 92 | -- | -- | 3% 3.08K to 3.18K | |
| 30-Jun-21 1:00 PM View: | Uwharrie Capital Corp (UWHR) | 29-Jun-21 | Grant | 178 | $8.41 | $1,496.98 | 6% 2.91K to 3.08K | |
| 16-Dec-20 12:00 PM View: | Uwharrie Capital Corp (UWHR) | 16-Dec-20 | Grant | 282 | $5.31 | $1,497.42 | 11% 2.63K to 2.91K | |
| 23-Nov-20 10:40 AM View: | Uwharrie Capital Corp (UWHR) | 23-Nov-20 | Acquisition (other) | 51 | -- | -- | 2% 2.57K to 2.63K | |
| 12-Aug-20 2:50 PM View: | Uwharrie Capital Corp (UWHR) | 12-Aug-20 | Purchase | 965 | $4.85 | $4,680.25 | 60% 1.61K to 2.57K | |
| 23-Jun-20 11:56 AM View: | Uwharrie Capital Corp (UWHR) | 22-Jun-20 | Grant | 299 | $5.01 | $1,497.99 | 23% 1.31K to 1.61K | |
| 23-Dec-19 10:44 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 1:13 PM View: | Uwharrie Capital Corp (UWHR) | 09-Dec-19 | Acquisition (other) | 20 | -- | -- | 2% 1.02K to 1.04K |