J.P. Morgan Private Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $367K | Sell |
12,737
-7,034
| -36% | -$202K | ﹤0.01% | 1374 |
|
|
2023
Q2 | $513K | Buy |
19,771
+1,211
| +7% | +$31.4K | ﹤0.01% | 1016 |
|
|
2023
Q1 | $651K | Buy |
18,560
+576
| +3% | +$20.2K | ﹤0.01% | 1358 |
|
|
2022
Q4 | $632K | Sell |
17,984
-97
| -0.5% | -$3.41K | ﹤0.01% | 1366 |
|
|
2022
Q3 | $549K | Buy |
18,081
+1,350
| +8% | +$41K | ﹤0.01% | 1419 |
|
|
2022
Q2 | $568K | Buy |
16,731
+2,335
| +16% | +$79.3K | ﹤0.01% | 1405 |
|
|
2022
Q1 | $528K | Buy |
14,396
+2,740
| +24% | +$100K | ﹤0.01% | 1513 |
|
|
2021
Q4 | $435K | Sell |
11,656
-3,327
| -22% | -$124K | ﹤0.01% | 1607 |
|
|
2021
Q3 | $552K | Buy |
14,983
+489
| +3% | +$18K | ﹤0.01% | 1463 |
|
|
2021
Q2 | $525K | Buy |
14,494
+8,107
| +127% | +$294K | ﹤0.01% | 1463 |
|
|
2021
Q1 | $245K | Sell |
6,387
-2,931
| -31% | -$112K | ﹤0.01% | 1604 |
|
|
2020
Q4 | $307K | Sell |
9,318
-360
| -4% | -$11.9K | ﹤0.01% | 1486 |
|
|
2020
Q3 | $207K | Sell |
9,678
-1,137
| -11% | -$24.3K | ﹤0.01% | 1512 |
|
|
2020
Q2 | $250K | Buy |
10,815
+733
| +7% | +$16.9K | ﹤0.01% | 1383 |
|
|
2020
Q1 | $221K | Buy |
+10,082
| New | +$221K | ﹤0.01% | 1258 |
|
|
2019
Q4 | – | Sell |
-9,781
| Closed | -$364K | – | 1471 |
|
|
2019
Q3 | $364K | Sell |
9,781
-159,066
| -94% | -$5.92M | ﹤0.01% | 1113 |
|
|
2019
Q2 | $5.97M | Sell |
168,847
-1,080
| -0.6% | -$38.2K | 0.03% | 351 |
|
|
2019
Q1 | $5.49M | Buy |
+169,927
| New | +$5.49M | 0.03% | 386 |
|