Carson Wealth (CWM LLC)’s Atlantic Union Bankshares AUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
15,518
+14,469
| +1,379% | +$452K | ﹤0.01% | 1605 |
|
|
2025
Q1 | $33K | Buy |
1,049
+523
| +99% | +$16.5K | ﹤0.01% | 3298 |
|
|
2024
Q4 | $20K | Buy |
526
+53
| +11% | +$2.02K | ﹤0.01% | 3421 |
|
|
2024
Q3 | $18K | Buy |
473
+144
| +44% | +$5.48K | ﹤0.01% | 3413 |
|
|
2024
Q2 | $11K | Sell |
329
-87
| -21% | -$2.91K | ﹤0.01% | 3462 |
|
|
2024
Q1 | $15K | Buy |
416
+25
| +6% | +$901 | ﹤0.01% | 3070 |
|
|
2023
Q4 | $14K | Buy |
391
+8
| +2% | +$286 | ﹤0.01% | 2966 |
|
|
2023
Q3 | $11K | Sell |
383
-3
| -0.8% | -$86 | ﹤0.01% | 3066 |
|
|
2023
Q2 | $10K | Buy |
386
+61
| +19% | +$1.58K | ﹤0.01% | 3054 |
|
|
2023
Q1 | $11K | Buy |
325
+128
| +65% | +$4.33K | ﹤0.01% | 2874 |
|
|
2022
Q4 | $7K | Buy |
197
+22
| +13% | +$782 | ﹤0.01% | 2978 |
|
|
2022
Q3 | $5K | Sell |
175
-22
| -11% | -$629 | ﹤0.01% | 3031 |
|
|
2022
Q2 | $7K | Buy |
197
+4
| +2% | +$142 | ﹤0.01% | 2769 |
|
|
2022
Q1 | $7K | Hold |
193
| – | – | ﹤0.01% | 2661 |
|
|
2021
Q4 | $7K | Buy |
+193
| New | +$7K | ﹤0.01% | 2521 |
|
|
2021
Q2 | $11K | Hold |
305
| – | – | ﹤0.01% | 2040 |
|
|
2021
Q1 | $11K | Hold |
305
| – | – | ﹤0.01% | 2040 |
|
|
2020
Q4 | $11K | Hold |
305
| – | – | ﹤0.01% | 2040 |
|
|
2020
Q3 | $11K | Hold |
305
| – | – | ﹤0.01% | 2040 |
|
|
2020
Q2 | $11K | Hold |
305
| – | – | ﹤0.01% | 2040 |
|
|
2020
Q1 | $11K | Hold |
305
| – | – | ﹤0.01% | 2040 |
|
|
2019
Q4 | $11K | Hold |
305
| – | – | ﹤0.01% | 2040 |
|
|
2019
Q3 | $11K | Hold |
305
| – | – | ﹤0.01% | 2040 |
|
|
2019
Q2 | $11K | Hold |
305
| – | – | ﹤0.01% | 2040 |
|
|
2019
Q1 | $11K | Buy |
+305
| New | +$11K | ﹤0.01% | 2040 |
|