Cornerstone Planning Group’s AmeriServ Financial ASRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.87K	Buy	995 +12	+1%	+$35	﹤0.01%	860
2025 Q1	$2.33K	Buy	983 +10	+1%	+$24	﹤0.01%	948
2024 Q4	$2.64K	Buy	973 +10	+1%	+$27	﹤0.01%	720
2024 Q3	$2.68K	Hold	963	–	–	﹤0.01%	708
2024 Q2	$2.22K	Buy	+963	New	+$2.22K	﹤0.01%	736