Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+6,948
| New | +$207K | ﹤0.01% | 621 |
|
|
2025
Q1 | – | Sell |
-7,039
| Closed | -$227K | – | 639 |
|
|
2024
Q4 | $227K | Buy |
7,039
+33
| +0.5% | +$1.07K | ﹤0.01% | 569 |
|
|
2024
Q3 | $204K | Buy |
+7,006
| New | +$204K | ﹤0.01% | 580 |
|
|
2024
Q1 | – | Sell |
-15,445
| Closed | -$452K | – | 581 |
|
|
2023
Q4 | $452K | Buy |
15,445
+6,562
| +74% | +$192K | 0.01% | 391 |
|
|
2023
Q3 | $226K | Sell |
8,883
-617
| -6% | -$15.7K | ﹤0.01% | 496 |
|
|
2023
Q2 | $237K | Buy |
+9,500
| New | +$237K | ﹤0.01% | 503 |
|