Wagner 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 | $308K | Buy |
10,329
+102
| +1% | +$3.04K | 0.07% | 97 |
|
|
2025
Q1 | $288K | Buy |
10,227
+75
| +0.7% | +$2.11K | 0.07% | 92 |
|
|
2024
Q4 | $328K | Sell |
10,152
-442
| -4% | -$14.3K | 0.08% | 83 |
|
|
2024
Q3 | $308K | Buy |
10,594
+21
| +0.2% | +$611 | 0.08% | 85 |
|
|
2024
Q2 | $269K | Sell |
10,573
-2,000
| -16% | -$50.9K | 0.08% | 108 |
|
|
2024
Q1 | $331K | Buy |
12,573
+17
| +0.1% | +$447 | 0.1% | 91 |
|
|
2023
Q4 | $367K | Buy |
12,556
+109
| +0.9% | +$3.19K | 0.12% | 87 |
|
|
2023
Q3 | $316K | Buy |
12,447
+110
| +0.9% | +$2.8K | 0.12% | 88 |
|
|
2023
Q2 | $308K | Buy |
12,337
+2,229
| +22% | +$55.7K | 0.12% | 87 |
|
|
2023
Q1 | $284K | Buy |
10,108
+62
| +0.6% | +$1.74K | 0.13% | 92 |
|
|
2022
Q4 | $340K | Buy |
10,046
+527
| +6% | +$17.8K | 0.21% | 83 |
|
|
2022
Q3 | $315K | Hold |
9,519
| – | – | 0.23% | 76 |
|
|
2022
Q2 | $287K | Hold |
9,519
| – | – | 0.23% | 75 |
|
|
2022
Q1 | $331K | Hold |
9,519
| – | – | 0.23% | 92 |
|
|
2021
Q4 | $342K | Hold |
9,519
| – | – | 0.26% | 82 |
|
|
2021
Q3 | $332K | Hold |
9,519
| – | – | 0.26% | 76 |
|
|
2021
Q2 | $305K | Hold |
9,519
| – | – | 0.22% | 90 |
|
|
2021
Q1 | $325K | Sell |
9,519
-27,542
| -74% | -$940K | 0.26% | 75 |
|
|
2020
Q4 | $1.05M | Buy |
+37,061
| New | +$1.05M | 1% | 29 |
|
|
2018
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 575 |
|
|
2018
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 537 |
|
|
2018
Q1 | $2K | Buy |
58
+28
| +93% | +$966 | ﹤0.01% | 495 |
|
|
2017
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 617 |
|