AmeriServ Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
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|
2025
Q1 | $750K | Sell |
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|
2024
Q4 | $935K | Buy |
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|
2023
Q3 | $790K | Sell |
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|
2023
Q2 | $897K | Sell |
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|
2023
Q1 | $860K | Sell |
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|
2022
Q4 | $797K | Sell |
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|
2022
Q3 | $802K | Sell |
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|
2022
Q2 | $889K | Sell |
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|
2022
Q1 | $3.45M | Buy |
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|
2021
Q4 | $3.36M | Buy |
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|
2021
Q3 | $3.45M | Sell |
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|
2021
Q2 | $3.72M | Sell |
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|
2021
Q1 | $3.58M | Buy |
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|
2020
Q4 | $3.63M | Buy |
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|
2019
Q3 | $2.15M | Buy |
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|
2019
Q2 | $2.09M | Sell |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.49M | Sell |
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|
2018
Q3 | $2.19M | Buy |
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|
2018
Q2 | $1.7M | Buy |
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|
2018
Q1 | $1.5M | Buy |
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|
2017
Q4 | $1.38M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $594K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $460K | Sell |
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|
2015
Q2 | $476K | Buy |
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|
2015
Q1 | $370K | Buy |
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|
2014
Q4 | $367K | Buy |
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|
2014
Q3 | $297K | Sell |
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|
2014
Q2 | $1.67M | Buy |
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|
2014
Q1 | $1.68M | Sell |
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|
2013
Q4 | $1.96M | Buy |
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|
2013
Q3 | $1.67M | Sell |
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|
2013
Q2 | $1.61M | Buy |
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