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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Mar-24 5:36 PM View:  | Uwharrie Capital Corp (UWHR) | 15-Mar-24 | Grant | 669 | $7.47 | $4,997.43 | 22% 3.04K to 3.71K | |
| 28-Nov-23 5:22 PM View: | Uwharrie Capital Corp (UWHR) | 21-Nov-23 | Acquisition (other) | 59 | -- | -- | 2% 2.98K to 3.04K | |
| 29-Mar-23 3:31 PM View: | Uwharrie Capital Corp (UWHR) | 27-Mar-23 | Grant | 649 | $7.70 | $4,997.30 | 28% 2.33K to 2.98K | |
| 23-Nov-22 4:50 PM View: | Uwharrie Capital Corp (UWHR) | 22-Nov-22 | Acquisition (other) | 56 | -- | -- | 2% 2.27K to 2.33K | |
| 08-Mar-22 2:59 PM View: | Uwharrie Capital Corp (UWHR) | 04-Mar-22 | Grant | 538 | $9.28 | $4,992.64 | 31% 1.74K to 2.27K |