Waverly Advisors’s United Community Banks UCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.53M	Sell	112,248 -3,535	-3%	-$116K	0.03%	501
2025 Q4	$3.61M	Sell	115,783 -1,643	-1%	-$50.7K	0.03%	449
2025 Q3	$3.68M	Sell	117,426 -943	-0.8%	-$29.8K	0.04%	380
2025 Q2	$3.53M	Buy	118,369 +173	+0.1%	+$4.81K	0.04%	376
2025 Q1	$3.32M	Sell	118,196 -10	-0%	-$313	0.04%	366
2024 Q4	$3.82M	Buy	118,206 +61	+0.1%	+$1.9K	0.06%	259
2024 Q3	$3.44M	Sell	118,145 -1,311	-1%	-$37.6K	0.06%	244
2024 Q2	$3.04M	Buy	119,456 +35,382	+42%	+$903K	0.06%	250
2024 Q1	$2.21M	Sell	84,074 -68	-0.1%	-$1.84K	0.05%	243
2023 Q4	$2.46M	Buy	84,142 +218	+0.3%	+$5.57K	0.09%	126
2023 Q3	$2.13M	Sell	83,924 -8,463	-9%	-$229K	0.09%	127
2023 Q2	$2.31M	Buy	92,387 +27,361	+42%	+$679K	0.1%	122
2023 Q1	$1.83M	Buy	65,026 +26,466	+69%	+$836K	0.1%	105
2022 Q4	$1.3M	Buy	38,560 +629	+2%	+$22.8K	0.07%	117
2022 Q3	$1.26M	Sell	37,931 -22	-0.1%	-$731	0.09%	97
2022 Q2	$1.15M	Hold	37,953	–	–	0.1%	75
2022 Q1	$1.32M	Hold	37,953	–	–	0.11%	64
2021 Q4	$1.38M	Buy	+37,953	New	+$1.33M	0.12%	63