UBS Group’s AmeriServ Financial ASRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
+3,615
| New | +$11K | ﹤0.01% | 7487 |
|
|
2025
Q1 | – | Sell |
-5,751
| Closed | -$15.4K | – | 8871 |
|
|
2024
Q4 | $15.4K | Buy |
+5,751
| New | +$15.4K | ﹤0.01% | 6814 |
|
|
2024
Q1 | – | Sell |
-362
| Closed | -$1.17K | – | 8090 |
|
|
2023
Q4 | $1.17K | Buy |
+362
| New | +$1.17K | ﹤0.01% | 7169 |
|
|
2023
Q3 | – | Sell |
-1,187
| Closed | -$3.02K | – | 8274 |
|
|
2023
Q2 | $3.02K | Sell |
1,187
-3,258
| -73% | -$8.28K | ﹤0.01% | 6588 |
|
|
2023
Q1 | $13.6K | Sell |
4,445
-257
| -5% | -$784 | ﹤0.01% | 6300 |
|
|
2022
Q4 | $18.5K | Sell |
4,702
-1,760
| -27% | -$6.93K | ﹤0.01% | 6554 |
|
|
2022
Q3 | $25K | Buy |
+6,462
| New | +$25K | ﹤0.01% | 6000 |
|
|
2022
Q2 | – | Sell |
-4,207
| Closed | -$17K | – | 9226 |
|
|
2022
Q1 | $17K | Buy |
4,207
+3
| +0.1% | +$12 | ﹤0.01% | 6588 |
|
|
2021
Q4 | $16K | Buy |
+4,204
| New | +$16K | ﹤0.01% | 7022 |
|
|
2021
Q3 | – | Sell |
-647
| Closed | -$3K | – | 8337 |
|
|
2021
Q2 | $3K | Buy |
647
+31
| +5% | +$144 | ﹤0.01% | 7665 |
|
|
2021
Q1 | $3K | Sell |
616
-607
| -50% | -$2.96K | ﹤0.01% | 7456 |
|
|
2020
Q4 | $4K | Buy |
1,223
+285
| +30% | +$932 | ﹤0.01% | 6863 |
|
|
2020
Q3 | $3K | Sell |
938
-1,556
| -62% | -$4.98K | ﹤0.01% | 6627 |
|
|
2020
Q2 | $8K | Sell |
2,494
-857
| -26% | -$2.75K | ﹤0.01% | 6269 |
|
|
2020
Q1 | $9K | Buy |
3,351
+1,834
| +121% | +$4.93K | ﹤0.01% | 6062 |
|
|
2019
Q4 | $6K | Buy |
1,517
+52
| +4% | +$206 | ﹤0.01% | 6421 |
|
|
2019
Q3 | $6K | Buy |
1,465
+781
| +114% | +$3.2K | ﹤0.01% | 6422 |
|
|
2019
Q2 | $3K | Sell |
684
-2,542
| -79% | -$11.1K | ﹤0.01% | 6642 |
|
|
2019
Q1 | $13K | Sell |
3,226
-268
| -8% | -$1.08K | ﹤0.01% | 5792 |
|
|
2018
Q4 | $14K | Buy |
3,494
+3,203
| +1,101% | +$12.8K | ﹤0.01% | 6104 |
|
|
2018
Q3 | $1K | Sell |
291
-880
| -75% | -$3.02K | ﹤0.01% | 6884 |
|
|
2018
Q2 | $5K | Buy |
+1,171
| New | +$5K | ﹤0.01% | 6527 |
|
|
2018
Q1 | – | Sell |
-3,843
| Closed | -$16K | – | 6873 |
|
|
2017
Q4 | $16K | Buy |
3,843
+836
| +28% | +$3.48K | ﹤0.01% | 5745 |
|
|
2017
Q3 | $12K | Sell |
3,007
-122
| -4% | -$487 | ﹤0.01% | 5855 |
|
|
2017
Q2 | $13K | Hold |
3,129
| – | – | ﹤0.01% | 5650 |
|
|
2017
Q1 | $12K | Sell |
3,129
-988
| -24% | -$3.79K | ﹤0.01% | 5574 |
|
|
2016
Q4 | $16K | Buy |
4,117
+3,298
| +403% | +$12.8K | ﹤0.01% | 5686 |
|
|
2016
Q3 | $3K | Sell |
819
-6,132
| -88% | -$22.5K | ﹤0.01% | 6329 |
|
|
2016
Q2 | $21K | Buy |
6,951
+2,908
| +72% | +$8.79K | ﹤0.01% | 5380 |
|
|
2016
Q1 | $12K | Buy |
4,043
+2,043
| +102% | +$6.06K | ﹤0.01% | 5690 |
|
|
2015
Q4 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 6243 |
|
|
2015
Q3 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 6175 |
|
|
2015
Q2 | $7K | Hold |
2,000
| – | – | ﹤0.01% | 6133 |
|
|
2015
Q1 | $6K | Sell |
2,000
-735
| -27% | -$2.21K | ﹤0.01% | 6107 |
|
|
2014
Q4 | $8K | Buy |
+2,735
| New | +$8K | ﹤0.01% | 6108 |
|