MWM
ASRV icon

Modern Wealth Management’s AmeriServ Financial ASRV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$39.7K Buy
13,046
+151
+1% +$459 ﹤0.01% 763
2025
Q1
$31.3K Sell
12,895
-2,858
-18% -$6.95K ﹤0.01% 670
2024
Q4
$42.2K Buy
+15,753
New +$42.2K ﹤0.01% 574