BHWA
Beacon Harbor Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,372
| Closed | -$261K | – | 75 |
|
|
2025
Q1 | $261K | Hold |
8,372
| – | – | 0.06% | 64 |
|
|
2024
Q4 | $317K | Hold |
8,372
| – | – | 0.07% | 63 |
|
|
2024
Q3 | $315K | Hold |
8,372
| – | – | 0.07% | 59 |
|
|
2024
Q2 | $275K | Hold |
8,372
| – | – | 0.07% | 59 |
|
|
2024
Q1 | $296K | Hold |
8,372
| – | – | 0.08% | 61 |
|
|
2023
Q4 | $306K | Hold |
8,372
| – | – | 0.09% | 66 |
|
|
2023
Q3 | $241K | Hold |
8,372
| – | – | 0.08% | 63 |
|
|
2023
Q2 | $217K | Hold |
8,372
| – | – | 0.07% | 61 |
|
|
2023
Q1 | $293K | Buy |
+8,372
| New | +$293K | 0.1% | 58 |
|