JPWM
Jamison Private Wealth Management’s Auburn National Bancorp AUBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
12,704
+3
| +0% | +$78 | 0.05% | 173 |
|
|
2025
Q1 | $274K | Buy |
12,701
+4
| +0% | +$86 | 0.04% | 180 |
|
|
2024
Q4 | $298K | Sell |
12,697
-1,161
| -8% | -$27.3K | 0.04% | 178 |
|
|
2024
Q3 | $317K | Buy |
13,858
+300
| +2% | +$6.87K | 0.05% | 160 |
|
|
2024
Q2 | $248K | Hold |
13,558
| – | – | 0.04% | 163 |
|
|
2024
Q1 | $261K | Hold |
13,558
| – | – | 0.04% | 161 |
|
|
2023
Q4 | $289K | Hold |
13,558
| – | – | 0.05% | 151 |
|
|
2023
Q3 | $293K | Buy |
+13,558
| New | +$293K | 0.06% | 148 |
|