John G. Ullman & Associates’s AmeriServ Financial ASRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
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|
2025
Q1 | $559K | Sell |
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|
2024
Q4 | $685K | Buy |
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|
2024
Q3 | $612K | Buy |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $140K | Buy |
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|
2023
Q4 | $147K | Buy |
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|
2023
Q3 | $95.1K | Buy |
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|
2023
Q2 | $69.1K | Buy |
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|
2023
Q1 | $75K | Hold |
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|
2022
Q4 | $97K | Hold |
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|
2022
Q3 | $94K | Hold |
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|
2022
Q2 | $97K | Hold |
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|
2022
Q1 | $100K | Hold |
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|
2021
Q4 | $95K | Sell |
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|
2021
Q3 | $98K | Sell |
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|
2021
Q2 | $119K | Sell |
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|
2021
Q1 | $127K | Hold |
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|
2020
Q4 | $98K | Buy |
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|
2020
Q3 | $82K | Buy |
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