Connecticut 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
2025 Q2	$946K	Hold	30,231	–	–	0.05%	155
2025 Q1	$941K	Hold	30,231	–	–	0.05%	153
2024 Q4	$1.15M	Hold	30,231	–	–	0.06%	122
2024 Q3	$1.14M	Buy	30,231 +17,271	+133%	+$651K	0.06%	144
2024 Q2	$426K	Buy	+12,960	New	+$426K	0.02%	227