McKinley Carter Wealth Services’s MVB Financial MVBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $673K | Hold |
29,876
| – | – | 0.04% | 185 |
|
2025
Q1 | $517K | Buy |
29,876
+4,000
| +15% | +$69.3K | 0.03% | 204 |
|
2024
Q4 | $536K | Hold |
25,876
| – | – | 0.03% | 194 |
|
2024
Q3 | $501K | Hold |
25,876
| – | – | 0.03% | 208 |
|
2024
Q2 | $482K | Hold |
25,876
| – | – | 0.03% | 211 |
|
2024
Q1 | $577K | Hold |
25,876
| – | – | 0.04% | 199 |
|
2023
Q4 | $584K | Hold |
25,876
| – | – | 0.04% | 187 |
|
2023
Q3 | $584K | Hold |
25,876
| – | – | 0.05% | 185 |
|
2023
Q2 | $545K | Hold |
25,876
| – | – | 0.04% | 198 |
|
2023
Q1 | $534K | Hold |
25,876
| – | – | 0.04% | 197 |
|
2022
Q4 | $570K | Hold |
25,876
| – | – | 0.05% | 189 |
|
2022
Q3 | $720K | Hold |
25,876
| – | – | 0.07% | 152 |
|
2022
Q2 | $805K | Hold |
25,876
| – | – | 0.07% | 149 |
|
2022
Q1 | $1.07M | Sell |
25,876
-29,947
| -54% | -$1.24M | 0.08% | 142 |
|
2021
Q4 | $2.32M | Buy |
55,823
+110
| +0.2% | +$4.57K | 0.17% | 97 |
|
2021
Q3 | $2.39M | Buy |
55,713
+29,837
| +115% | +$1.28M | 0.2% | 94 |
|
2021
Q2 | $1.1M | Hold |
25,876
| – | – | 0.09% | 139 |
|
2021
Q1 | $875K | Buy |
25,876
+4,000
| +18% | +$135K | 0.07% | 151 |
|
2020
Q4 | $496K | Hold |
21,876
| – | – | 0.07% | 163 |
|
2020
Q3 | $349K | Hold |
21,876
| – | – | 0.08% | 109 |
|
2020
Q2 | $291K | Hold |
21,876
| – | – | 0.07% | 113 |
|
2020
Q1 | $279K | Hold |
21,876
| – | – | 0.08% | 120 |
|
2019
Q4 | $545K | Hold |
21,876
| – | – | 0.13% | 105 |
|
2019
Q3 | $434K | Hold |
21,876
| – | – | 0.11% | 114 |
|
2019
Q2 | $371K | Hold |
21,876
| – | – | 0.1% | 124 |
|
2019
Q1 | $334K | Hold |
21,876
| – | – | 0.09% | 122 |
|
2018
Q4 | $395K | Hold |
21,876
| – | – | 0.13% | 110 |
|
2018
Q3 | $394K | Hold |
21,876
| – | – | 0.12% | 112 |
|
2018
Q2 | $395K | Hold |
21,876
| – | – | 0.13% | 112 |
|
2018
Q1 | $432K | Hold |
21,876
| – | – | 0.14% | 101 |
|
2017
Q4 | $440K | Buy |
+21,876
| New | +$440K | 0.15% | 98 |
|