Uwharrie Capital (UWHR) Investment Gain (Loss) (2010 - 2026)
Uwharrie Capital's Investment Gain (Loss) came in at $186,000 for Q1 2026.
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Analysis
Uwharrie Capital (UWHR) Investment Gain (Loss) (2010 - 2026) Analysis & Trends
For FY2024, Uwharrie Capital's Investment Gain (Loss) was -$148,000.
- Going back by year, Investment Gain (Loss) was -$42,000 in FY2023, -$91,000 in FY2022, $991,000 in FY2021 and $71,000 in FY2020.
- The Q1 2026 figure represents the highest quarterly Investment Gain (Loss) since Q1 2021.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 3.21 Bn |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 4.28 Bn |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | - |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 2.65 Bn |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | - |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 3.40 Bn |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | -219.81 Mn |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 2.24 Bn |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | -8.61 Mn |
| 10 | Uwharrie Capital | 99.57 Mn | -283.86 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 186,000.00 |
| Mar 31, 2024 | -148,000.00 |
| Jun 30, 2023 | 9,000.00 |
| Mar 31, 2023 | -51,000.00 |
| Mar 31, 2022 | -91,000.00 |
| Jun 30, 2021 | 51,000.00 |
| Mar 31, 2021 | 940,000.00 |
| Dec 31, 2020 | -6,000.00 |
| Sep 30, 2020 | 19,000.00 |
| 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 |
| Sep 30, 2014 | 5,000.00 |
API Access
Uwharrie Capital Investment Gain (Loss) API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=investment-gain-loss&ticker=UWHR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "investment-gain-loss", "ticker": "UWHR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=investment-gain-loss&ticker=UWHR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();