Heritage Wealth Management (Arizona)’s Atlantic Union Bankshares AUB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AUB Stock Details AUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$237K	Sell
2023 Q4	$249K	Buy
2022 Q4	$741K	Buy
2022 Q3	$286K	Buy
2022 Q2	$286K	Buy
2022 Q1	$279K	Buy
2021 Q3	$145K	Buy
2021 Q2	$122K	Buy
2021 Q1	$69K	Buy