Evermay 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 | $425K | Buy |
13,601
+10,505
| +339% | +$329K | 0.05% | 141 |
|
|
2025
Q1 | $96.4K | Hold |
3,096
| – | – | 0.01% | 264 |
|
|
2024
Q4 | $117K | Hold |
3,096
| – | – | 0.02% | 242 |
|
|
2024
Q3 | $117K | Hold |
3,096
| – | – | 0.02% | 254 |
|
|
2024
Q2 | $102K | Hold |
3,096
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $109K | Hold |
3,096
| – | – | 0.02% | 269 |
|
|
2023
Q4 | $113K | Hold |
3,096
| – | – | 0.02% | 239 |
|
|
2023
Q3 | $89.1K | Hold |
3,096
| – | – | 0.02% | 248 |
|
|
2023
Q2 | $80.3K | Hold |
3,096
| – | – | 0.02% | 260 |
|
|
2023
Q1 | $109K | Hold |
3,096
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $109K | Hold |
3,096
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $94K | Buy |
+3,096
| New | +$94K | 0.02% | 223 |
|