Uwharrie Capital (UWHR) Investment Gain (Loss) (2010 - 2026)
Uwharrie Capital's (UWHR) quarterly Investment Gain (Loss) came in at $289000.0 in Q1 2026, up 95.27% on a QoQ basis from $148000.0 in Q4 2024.
Uwharrie Capital (UWHR) Investment Gain (Loss) (2010 - 2026) Analysis & Trends
Uwharrie Capital (UWHR) has 15 years of Investment Gain (Loss) data on file, last reported at $289000.0 in Q1 2026.
- On a quarterly basis, Investment Gain (Loss) changed N/A year-over-year to $289000.0 in Q1 2026; TTM through Mar 2026 was $437000.0, a 195.27% increase from a year earlier, with the FY2024 full-year figure at -$148000.0, down 252.38% from the prior year.
- Investment Gain (Loss) for Q1 2026 stood at $289000.0, up from $148000.0 in the prior quarter.
- Over the last five years, Investment Gain (Loss) for UWHR reached as high as $289000.0 in Q1 2026 and fell as low as -$148000.0 in Q1 2024.
- Historically, Investment Gain (Loss) has averaged $32500.0 across 4 years, with a median of -$1500.0 in 2023.
- Across the five-year window, Investment Gain (Loss) surged 43.96% in 2023 and plunged 190.2% in 2024, its largest moves.
- Year by year, Investment Gain (Loss) stood at -$91000.0 in 2022, then soared by 152.75% to $48000.0 in 2023, then jumped by 208.33% to $148000.0 in 2024, then jumped by 95.27% to $289000.0 in 2026.
- Per Business Quant data, the three most recent Investment Gain (Loss) figures were $289000.0 in Q1 2026, $148000.0 in Q4 2024, and -$148000.0 in Q1 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of Chile | 4,181.60 Bn | 4,181.60 Bn | 167,623.00 | - |
| 2 | Lloyds Banking | 365.91 Bn | 365.91 Bn | - | - |
| 3 | First Capital | 210.72 Bn | 210.38 Bn | - | 169,000.00 |
| 4 | Landmark Bancorp | 190.28 Bn | 190.25 Bn | - | - |
| 5 | NatWest | 147.27 Bn | 147.27 Bn | 1.79 Bn | - |
| 6 | Pnc Financial Services | 100.93 Bn | 100.93 Bn | - | 463.00 Mn |
| 7 | Grupo Aval Acciones Y Valores | 78.02 Bn | -1,273.25 Bn | - | 4.71 Bn |
| 8 | Nu Holdings | 70.39 Bn | 55.24 Bn | 1.94 Bn | - |
| 9 | Deutsche Bank Aktiengesellschaft | 68.39 Bn | 68.39 Bn | - | - |
| 10 | Uwharrie Capital | 96.33 Mn | -20.18 Mn | - | 289,000.00 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 289,000.00 |
| Dec 31, 2024 | 148,000.00 |
| Mar 31, 2024 | -148,000.00 |
| Jun 30, 2023 | 48,000.00 |
| Mar 31, 2023 | -51,000.00 |
| Mar 31, 2022 | -91,000.00 |
| Jun 30, 2021 | 51,000.00 |
| Mar 31, 2021 | 1.45 Mn |
| Dec 31, 2020 | 8,000.00 |
| Sep 30, 2020 | 22,000.00 |
| Mar 31, 2020 | 58,000.00 |
| Sep 30, 2019 | -35,000.00 |
| Sep 30, 2017 | -14,000.00 |
| Sep 30, 2016 | 2,000.00 |
| Jun 30, 2016 | 337,000.00 |
| Mar 31, 2016 | 205,000.00 |
| Dec 31, 2015 | 34,000.00 |
| Jun 30, 2015 | 277,000.00 |
| Mar 31, 2015 | 225,000.00 |
| Dec 31, 2014 | -28,000.00 |