Evermay Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $425K | Buy |  | |||||
| 2025 Q1 | $96.4K | Hold |  | |||||
| 2024 Q4 | $117K | Hold |  | |||||
| 2024 Q3 | $117K | Hold |  | |||||
| 2024 Q2 | $102K | Hold |  | |||||
| 2024 Q1 | $109K | Hold |  | |||||
| 2023 Q4 | $113K | Hold |  | |||||
| 2023 Q3 | $89.1K | Hold |  | |||||
| 2023 Q2 | $80.3K | Hold |  | |||||
| 2023 Q1 | $109K | Hold |  | |||||
| 2022 Q4 | $109K | Hold |  | |||||
| 2022 Q3 | $94K | Buy |  |