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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Nov-24 5:21 PM View:  | Uwharrie Capital Corp (UWHR) | 18-Nov-24 | Acquisition (other) | 838 | -- | -- | 2% 46.58K to 47.42K | |
| 19-Nov-24 5:21 PM View: | Uwharrie Capital Corp (UWHR) | 18-Nov-24 | Acquisition (other) | 65 | -- | -- | < 1% 47.42K to 47.48K | |
| 19-Nov-24 5:21 PM View: | Uwharrie Capital Corp (UWHR) | 18-Nov-24 | Acquisition (other) | 184 | -- | -- | < 1% 47.48K to 47.67K | |
| 03-Oct-24 3:32 PM View: | Uwharrie Capital Corp (UWHR) | 02-Oct-24 | Acquisition (other) | 35,162 | -- | -- | 66% 53.44K to 88.6K | |
| 03-Oct-24 3:32 PM View: | Uwharrie Capital Corp (UWHR) | 02-Oct-24 | Disposition (other) | 35,612 | -- | -- | (40%) 88.6K to 52.99K | |
| 15-Mar-24 5:58 PM View: | Uwharrie Capital Corp (UWHR) | 15-Mar-24 | Grant | 669 | $7.47 | $4,997.43 | 1% 52.32K to 52.99K | |
| 28-Nov-23 5:28 PM View: | Uwharrie Capital Corp (UWHR) | 21-Nov-23 | Acquisition (other) | 300 | -- | -- | < 1% 51.28K to 51.58K | |
| 28-Nov-23 5:28 PM View: | Uwharrie Capital Corp (UWHR) | 21-Nov-23 | Acquisition (other) | 754 | -- | -- | 1% 51.58K to 52.33K | |
| 29-Mar-23 3:36 PM View: | Uwharrie Capital Corp (UWHR) | 27-Mar-23 | Grant | 649 | $7.70 | $4,997.30 | 1% 50.65K to 51.3K | |
| 23-Nov-22 4:55 PM View: | Uwharrie Capital Corp (UWHR) | 22-Nov-22 | Acquisition (other) | 349 | -- | -- | < 1% 49.39K to 49.74K | |
| 23-Nov-22 4:55 PM View: | Uwharrie Capital Corp (UWHR) | 22-Nov-22 | Acquisition (other) | 919 | -- | -- | 2% 49.74K to 50.66K | |
| 08-Mar-22 3:02 PM View: | Uwharrie Capital Corp (UWHR) | 04-Mar-22 | Grant | 538 | $9.28 | $4,992.64 | 1% 48.88K to 49.41K |