Carson Wealth (CWM LLC)’s AmeriServ Financial ASRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
98
+2
| +2% | – | ﹤0.01% | 5104 |
|
|
2025
Q1 | $0 | Buy |
96
+1
| +1% | – | ﹤0.01% | 5036 |
|
|
2024
Q4 | $0 | Buy |
95
+1
| +1% | – | ﹤0.01% | 4895 |
|
|
2024
Q3 | $0 | Buy |
94
+1
| +1% | – | ﹤0.01% | 4808 |
|
|
2024
Q2 | $0 | Buy |
93
+1
| +1% | – | ﹤0.01% | 4571 |
|
|
2024
Q1 | $0 | Buy |
92
+1
| +1% | – | ﹤0.01% | 4293 |
|
|
2023
Q4 | $0 | Buy |
91
+1
| +1% | – | ﹤0.01% | 4110 |
|
|
2023
Q3 | $0 | Hold |
90
| – | – | ﹤0.01% | 4160 |
|
|
2023
Q2 | $0 | Buy |
90
+1
| +1% | – | ﹤0.01% | 4149 |
|
|
2023
Q1 | $0 | Buy |
89
+1
| +1% | – | ﹤0.01% | 4020 |
|
|
2022
Q4 | $0 | Buy |
88
+1
| +1% | – | ﹤0.01% | 3945 |
|
|
2022
Q3 | $0 | Hold |
87
| – | – | ﹤0.01% | 3874 |
|
|
2022
Q2 | $0 | Buy |
87
+1
| +1% | – | ﹤0.01% | 3745 |
|
|
2022
Q1 | $0 | Hold |
86
| – | – | ﹤0.01% | 3494 |
|
|
2021
Q4 | $0 | Buy |
+86
| New | – | ﹤0.01% | 3460 |
|
|
2021
Q2 | $0 | Hold |
84
| – | – | ﹤0.01% | 2887 |
|
|
2021
Q1 | $0 | Hold |
84
| – | – | ﹤0.01% | 2887 |
|
|
2020
Q4 | $0 | Hold |
84
| – | – | ﹤0.01% | 2887 |
|
|
2020
Q3 | $0 | Hold |
84
| – | – | ﹤0.01% | 2887 |
|
|
2020
Q2 | $0 | Hold |
84
| – | – | ﹤0.01% | 2887 |
|
|
2020
Q1 | $0 | Hold |
84
| – | – | ﹤0.01% | 2887 |
|
|
2019
Q4 | $0 | Hold |
84
| – | – | ﹤0.01% | 2887 |
|
|
2019
Q3 | $0 | Hold |
84
| – | – | ﹤0.01% | 2887 |
|
|
2019
Q2 | $0 | Hold |
84
| – | – | ﹤0.01% | 2887 |
|
|
2019
Q1 | $0 | Buy |
84
+5
| +6% | – | ﹤0.01% | 2898 |
|
|
2018
Q4 | $0 | Hold |
79
| – | – | ﹤0.01% | 2080 |
|
|
2018
Q3 | $0 | Buy |
79
+1
| +1% | – | ﹤0.01% | 1832 |
|
|
2018
Q2 | $0 | Hold |
78
| – | – | ﹤0.01% | 1682 |
|
|
2018
Q1 | $0 | Hold |
78
| – | – | ﹤0.01% | 1402 |
|
|
2017
Q4 | $0 | Hold |
78
| – | – | ﹤0.01% | 1449 |
|
|
2017
Q3 | $0 | Hold |
78
| – | – | ﹤0.01% | 1464 |
|
|
2017
Q2 | $0 | Hold |
78
| – | – | ﹤0.01% | 1195 |
|
|
2017
Q1 | $0 | Buy |
+78
| New | – | ﹤0.01% | 1167 |
|