OCM
UCB
Osterweis Capital Management’s United Community Banks, Inc. UCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,760
| Closed | -$248K | – | 216 |
|
|
2023
Q3 | $248K | Hold |
9,760
| – | – | 0.02% | 121 |
|
|
2023
Q2 | $244K | Hold |
9,760
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $274K | Sell |
9,760
-470
| -5% | -$13.2K | 0.02% | 125 |
|
|
2022
Q4 | $346K | Hold |
10,230
| – | – | 0.03% | 123 |
|
|
2022
Q3 | $339K | Hold |
10,230
| – | – | 0.03% | 118 |
|
|
2022
Q2 | $309K | Sell |
10,230
-1,400
| -12% | -$42.3K | 0.02% | 122 |
|
|
2022
Q1 | $405K | Buy |
+11,630
| New | +$405K | 0.02% | 126 |
|