Aprio Wealth Management’s United Community Banks, Inc. UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,938
| Closed | -$583K | – | 263 |
|
|
2023
Q4 | $583K | Hold |
19,938
| – | – | 0.13% | 86 |
|
|
2023
Q3 | $507K | Hold |
19,938
| – | – | 0.14% | 82 |
|
|
2023
Q2 | $498K | Buy |
19,938
+250
| +1% | +$6.25K | 0.14% | 78 |
|
|
2023
Q1 | $554K | Hold |
19,688
| – | – | 0.17% | 61 |
|
|
2022
Q4 | $665K | Hold |
19,688
| – | – | 0.23% | 50 |
|
|
2022
Q3 | $652K | Buy |
+19,688
| New | +$652K | 0.26% | 49 |
|