OWM
UCB
OneAscent Wealth Management’s United Community Banks, Inc. UCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
+10,790
| New | +$321K | 0.12% | 107 |
|
|
2025
Q1 | – | Sell |
-10,790
| Closed | -$349K | – | 168 |
|
|
2024
Q4 | $349K | Hold |
10,790
| – | – | 0.14% | 91 |
|
|
2024
Q3 | $316K | Hold |
10,790
| – | – | 0.12% | 121 |
|
|
2024
Q2 | $277K | Hold |
10,790
| – | – | 0.14% | 77 |
|
|
2024
Q1 | $286K | Hold |
10,790
| – | – | 0.11% | 131 |
|
|
2023
Q4 | $320K | Sell |
10,790
-10,000
| -48% | -$297K | 0.13% | 109 |
|
|
2023
Q3 | $533K | Hold |
20,790
| – | – | 0.23% | 53 |
|
|
2023
Q2 | $524K | Buy |
+20,790
| New | +$524K | 0.25% | 35 |
|