Carson Wealth (CWM LLC)’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $591K | Buy |
16,544
+387
| +2% | +$14.6K | ﹤0.01% | 1895 |
|
|
2025
Q4 | $570K | Buy |
16,157
+138
| +0.9% | +$4.74K | ﹤0.01% | 1835 |
|
|
2025
Q3 | $565K | Buy |
16,019
+501
| +3% | +$17K | ﹤0.01% | 1716 |
|
|
2025
Q2 | $485K | Buy |
15,518
+14,469
| +1,379% | +$418K | ﹤0.01% | 1606 |
|
|
2025
Q1 | $33K | Buy |
1,049
+523
| +99% | +$18.6K | ﹤0.01% | 3301 |
|
|
2024
Q4 | $20K | Buy |
526
+53
| +11% | +$2.1K | ﹤0.01% | 3423 |
|
|
2024
Q3 | $18K | Buy |
473
+144
| +44% | +$5.42K | ﹤0.01% | 3415 |
|
|
2024
Q2 | $11K | Sell |
329
-87
| -21% | -$2.84K | ﹤0.01% | 3464 |
|
|
2024
Q1 | $15K | Buy |
416
+25
| +6% | +$859 | ﹤0.01% | 3072 |
|
|
2023
Q4 | $14K | Buy |
391
+8
| +2% | +$252 | ﹤0.01% | 2969 |
|
|
2023
Q3 | $11K | Sell |
383
-3
| -0.8% | -$89 | ﹤0.01% | 3068 |
|
|
2023
Q2 | $10K | Buy |
386
+61
| +19% | +$1.72K | ﹤0.01% | 3057 |
|
|
2023
Q1 | $11K | Buy |
325
+128
| +65% | +$4.73K | ﹤0.01% | 2876 |
|
|
2022
Q4 | $7K | Buy |
197
+22
| +13% | +$752 | ﹤0.01% | 2981 |
|
|
2022
Q3 | $5K | Sell |
175
-22
| -11% | -$741 | ﹤0.01% | 3034 |
|
|
2022
Q2 | $7K | Buy |
197
+4
| +2% | +$138 | ﹤0.01% | 2773 |
|
|
2022
Q1 | $7K | Hold |
193
| – | – | ﹤0.01% | 2667 |
|
|
2021
Q4 | $7K | Buy |
+193
| New | +$7.01K | ﹤0.01% | 2529 |
|
|
2021
Q2 | $11K | Hold |
305
| – | – | ﹤0.01% | 2045 |
|
|
2021
Q1 | $11K | Hold |
305
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q4 | $11K | Hold |
305
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q3 | $11K | Hold |
305
| – | – | ﹤0.01% | 2044 |
|
|
2020
Q2 | $11K | Hold |
305
| – | – | ﹤0.01% | 2044 |
|
|
2020
Q1 | $11K | Hold |
305
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q4 | $11K | Hold |
305
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q3 | $11K | Hold |
305
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q2 | $11K | Hold |
305
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q1 | $11K | Buy |
+305
| New | +$10.2K | ﹤0.01% | 2044 |
|
Other funds holding AUB
VPM
VCM
NRCM
