Axxcess Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,549	Closed	-$247K	–	856
2024 Q3	$247K	Buy	6,549 +3	+0%	+$113	0.01%	759
2024 Q2	$215K	Buy	+6,546	New	+$215K	0.01%	769