Uwharrie Capital (UWHR) Investment Gain (Loss) (2010 - 2026)

Uwharrie Capital (UWHR) reported Investment Gain (Loss) of $186000.0 for Q1 2026, up 1966.67% on a QoQ basis from $9000.0 in Q2 2023.

Uwharrie Capital (UWHR) Investment Gain (Loss) (2010 - 2026) Analysis & Trends

Uwharrie Capital (UWHR) has 14 years of Investment Gain (Loss) data on file, last reported at $186000.0 in Q1 2026.

  • Quarterly Investment Gain (Loss) changed N/A year-over-year to $186000.0 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $195000.0 (changed N/A YoY) and the FY2023 annual result came in at -$42000.0, up 53.85% from the prior year.
  • Investment Gain (Loss) rose to $186000.0 in Q1 2026 per UWHR's latest filing, from $9000.0 in the prior quarter.
  • Across five years, Investment Gain (Loss) topped out at $186000.0 in Q1 2026 and bottomed at -$91000.0 in Q1 2022.
  • The 3-year median for Investment Gain (Loss) is -$21000.0 (2023), against an average of $13250.0.
  • The widest annual swing landed in 2022, when Investment Gain (Loss) slumped 109.68%; it then surged 43.96% in 2023.
  • Tracing UWHR's Investment Gain (Loss) over 3 years: stood at -$91000.0 in 2022, then jumped by 109.89% to $9000.0 in 2023, then soared by 1966.67% to $186000.0 in 2026.
  • Per Business Quant, the three latest UWHR Investment Gain (Loss) figures stand at $186000.0 (Q1 2026), $9000.0 (Q2 2023), and -$51000.0 (Q1 2023).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Bank Of Chile 90,286.07 Bn 90,286.07 Bn - -
2 Bank Bradesco 6,797.89 Bn 6,781.94 Bn - -
3 Lloyds Banking 429.86 Bn 429.86 Bn - -
4 First Capital 203.63 Bn 203.48 Bn - -92,000.00
5 NatWest 174.33 Bn 174.33 Bn - -
6 Landmark Bancorp 172.64 Bn 172.61 Bn - -
7 Deutsche Bank Aktiengesellschaft 161.63 Bn -151,939.28 Bn - -
8 KB Financial 146.07 Bn 138.20 Bn - -
9 Pnc Financial Services 87.63 Bn 87.68 Bn - 463.00 Mn
10 Uwharrie Capital - - - 186,000.00

Historic Data

Download Data
DateValue
Mar 31, 2026 186,000.00
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
Mar 31, 2014 21,000.00