Welch Group’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	$820K	Sell	26,047 -5,036	-16%	-$166K	0.03%	131
2025 Q4	$970K	Sell	31,083 -3,475	-10%	-$107K	0.04%	122
2025 Q3	$1.08M	Hold	34,558	–	–	0.04%	105
2025 Q2	$1.03M	Hold	34,558	–	–	0.04%	100
2025 Q1	$961K	Hold	34,558	–	–	0.04%	98
2024 Q4	$1.12M	Sell	34,558 -3,156	-8%	-$98.2K	0.05%	97
2024 Q3	$1.1M	Hold	37,714	–	–	0.05%	97
2024 Q2	$960K	Hold	37,714	–	–	0.05%	102
2024 Q1	$993K	Hold	37,714	–	–	0.05%	87
2023 Q4	$1.1M	Sell	37,714 -6,667	-15%	-$170K	0.06%	82
2023 Q3	$1.13M	Hold	44,381	–	–	0.07%	76
2023 Q2	$1.11M	Hold	44,381	–	–	0.06%	75
2023 Q1	$1.25M	Buy	44,381 +3,465	+8%	+$109K	0.07%	74
2022 Q4	$1.38M	Hold	40,916	–	–	0.08%	79
2022 Q3	$1.35M	Hold	40,916	–	–	0.09%	70
2022 Q2	$1.24M	Sell	40,916 -30,356	-43%	-$934K	0.08%	73
2022 Q1	$2.48M	Buy	+71,272	New	+$2.62M	0.14%	64