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 295.27% quarter-over-quarter from -$148000.0 in Q1 2024.
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Uwharrie Capital (UWHR) Investment Gain (Loss) (2010 - 2026) Analysis & Trends
Uwharrie Capital (UWHR) has reported Investment Gain (Loss) for 15 consecutive years, with $289000.0 the latest figure, recorded in Q1 2026.
- On a quarterly basis, Investment Gain (Loss) changed N/A year-over-year to $289000.0 in Q1 2026; TTM through Jun 2026 was $289000.0, a N/A change from a year earlier, with the FY2024 full-year figure at -$148000.0, down 374.07% from the prior year.
- Investment Gain (Loss) was $289000.0 for Q1 2026 at Uwharrie Capital, up from -$148000.0 in the prior quarter.
- Over five years, Investment Gain (Loss) peaked at $289000.0 in Q1 2026 and troughed at -$148000.0 in Q1 2024.
- A 4-year average of $9400.0 and a median of -$51000.0 in 2023 frame the typical range for Investment Gain (Loss).
- Across the five-year window, Investment Gain (Loss) soared 43.96% in 2023 and tumbled 190.2% in 2024, its largest moves.
- Over 4 years, Investment Gain (Loss) stood at -$91000.0 in 2022, then surged by 152.75% to $48000.0 in 2023, then sank by 408.33% to -$148000.0 in 2024, then surged by 295.27% to $289000.0 in 2026.
- The last three Investment Gain (Loss) figures came in at $289000.0 (Q1 2026), -$148000.0 (Q1 2024), and $48000.0 (Q2 2023), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Banco Santander Chile | 424.88 Bn | 544.83 Bn | - | - |
| 2 | Truist Financial | 59.29 Bn | 59.29 Bn | - | -193.00 Mn |
| 3 | Fifth Third Bancorp | 47.98 Bn | 24.26 Bn | - | 20.00 Mn |
| 4 | M&T Bank | 32.82 Bn | 32.82 Bn | - | 2.00 Mn |
| 5 | Huntington Bancshares | 32.08 Bn | 27.60 Bn | - | 18.00 Mn |
| 6 | Citizens Financial | 28.34 Bn | 28.34 Bn | - | 6.00 Mn |
| 7 | Regions Financial | 24.27 Bn | 24.34 Bn | - | 41.00 Mn |
| 8 | Keycorp | 22.19 Bn | -25.51 Bn | - | 3.00 Mn |
| 9 | First Citizens Bancshares | 21.93 Bn | 21.41 Bn | 29.00 Mn | 17.00 Mn |
| 10 | Uwharrie Capital | 105.11 Mn | 21.82 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 289,000.00 |
| 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 | -9,000.00 |
| 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 | 2,000.00 |
| Sep 30, 2014 | 5,000.00 |