AWM
UCB
Axxcess Wealth Management’s United Community Banks, Inc. UCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-116,357
| Closed | -$2.91M | – | 854 |
|
|
2023
Q2 | $2.91M | Buy |
116,357
+875
| +0.8% | +$21.9K | 0.21% | 98 |
|
|
2023
Q1 | $3.25M | Buy |
115,482
+82,830
| +254% | +$2.33M | 0.25% | 87 |
|
|
2022
Q4 | $1.1M | Sell |
32,652
-611
| -2% | -$20.7K | 0.09% | 208 |
|
|
2022
Q3 | $1.1M | Buy |
33,263
+743
| +2% | +$24.6K | 0.1% | 174 |
|
|
2022
Q2 | $982K | Buy |
32,520
+1,069
| +3% | +$32.3K | 0.09% | 186 |
|
|
2022
Q1 | $1.09M | Buy |
31,451
+9,730
| +45% | +$338K | 0.09% | 198 |
|
|
2021
Q4 | $781K | Buy |
+21,721
| New | +$781K | 0.06% | 261 |
|