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
DateValue
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