OPTFSNA
Old Point Trust & Financial Services N A’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2K | Sell |
138
-419
| -75% | -$58.3K | 0.01% | 226 |
|
|
2025
Q1 | $82.2K | Hold |
557
| – | – | 0.03% | 165 |
|
|
2024
Q4 | $69.3K | Hold |
557
| – | – | 0.02% | 166 |
|
|
2024
Q3 | $81.5K | Hold |
557
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $71.9K | Hold |
557
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $68.1K | Hold |
557
| – | – | 0.02% | 144 |
|
|
2023
Q4 | $73.5K | Buy |
+557
| New | +$73.5K | 0.03% | 125 |
|
|
2023
Q3 | – | Sell |
-557
| Closed | -$79.5K | – | 97 |
|
|
2023
Q2 | $79.5K | Buy |
+557
| New | +$79.5K | 0.03% | 110 |
|