Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UWHARRIE CAPITAL CORP | 3,251 | reported | 31 Dec 2025 | tx 114+241,217.271−160,767.46 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | PURCHASE | UWHARRIE CAPITAL CORP | 489 | 10.95 USD | first after silence |
| 31 Dec 2025 | PURCHASE | UWHARRIE CAPITAL CORP | 400 | 10.95 USD | |
| 01 Dec 2025 | OTHER | UWHARRIE CAPITAL CORP | 277 | 0.00 USD | |
| 01 Dec 2025 | OTHER | UWHARRIE CAPITAL CORP | 80 | 0.00 USD | |
| 01 Dec 2025 | OTHER | UWHARRIE CAPITAL CORP | 2,682 | 0.00 USD | |
| 18 Nov 2024 | OTHER | UWHARRIE CAPITAL CORP | 181 | 0.00 USD | |
| 18 Nov 2024 | OTHER | UWHARRIE CAPITAL CORP | 1,753 | 0.00 USD | |
| 18 Nov 2024 | OTHER | UWHARRIE CAPITAL CORP | 52 | 0.00 USD | |
| 21 Nov 2023 | OTHER | UWHARRIE CAPITAL CORP | 51 | 0.00 USD | |
| 21 Nov 2023 | OTHER | UWHARRIE CAPITAL CORP | 177 | 0.00 USD | |
| 21 Nov 2023 | OTHER | UWHARRIE CAPITAL CORP | 1,719 | 0.00 USD | |
| 22 Nov 2022 | OTHER | UWHARRIE CAPITAL CORP | 2,096 | 0.00 USD | |
| 22 Nov 2022 | OTHER | UWHARRIE CAPITAL CORP | 62 | 0.00 USD | |
| 22 Nov 2022 | OTHER | UWHARRIE CAPITAL CORP | 216 | 0.00 USD | |
| 12 Aug 2022 | PURCHASE | UWHARRIE CAPITAL CORP | 400 | 6.99 USD | |
| 04 Aug 2022 | PURCHASE | UWHARRIE CAPITAL CORP | 2,680 | 7.71 USD | |
| 23 Jun 2022 | OTHER | UWHARRIE CAPITAL CORP | 83,855 | 0.00 USD | |
| 23 Jun 2022 | OTHER | UWHARRIE CAPITAL CORP | 83,855 | 0.00 USD | |
| 24 Jun 2022 | PURCHASE | UWHARRIE CAPITAL CORP | 5,585 | 7.50 USD | |
| 15 Dec 2021 | OTHER | UWHARRIE CAPITAL CORP | 989 | 0.00 USD | |
| 15 Dec 2021 | OTHER | UWHARRIE CAPITAL CORP | 989 | 0.00 USD | |
| 08 Dec 2021 | PURCHASE | UWHARRIE CAPITAL CORP | 289 | 9.75 USD | |
| 08 Dec 2021 | PURCHASE | UWHARRIE CAPITAL CORP | 600 | 9.00 USD | |
| 08 Dec 2021 | PURCHASE | UWHARRIE CAPITAL CORP | 100 | 9.15 USD | |
| 23 Nov 2021 | OTHER | UWHARRIE CAPITAL CORP | 44 | 0.00 USD |
5 purchases reported after at least 12 months of silence — most recent on 31 Dec 2025.