OPTFSNA
Old Point Trust & Financial Services N A’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $410K | Sell |
845
-1,407
| -62% | -$683K | 0.14% | 98 |
|
2025
Q1 | $1.2M | Hold |
2,252
| – | – | 0.42% | 53 |
|
2024
Q4 | $1.02M | Sell |
2,252
-156
| -6% | -$70.7K | 0.36% | 58 |
|
2024
Q3 | $1.11M | Sell |
2,408
-75
| -3% | -$34.5K | 0.4% | 51 |
|
2024
Q2 | $1.01M | Sell |
2,483
-30
| -1% | -$12.2K | 0.39% | 53 |
|
2024
Q1 | $1.06M | Buy |
2,513
+1,387
| +123% | +$583K | 0.38% | 51 |
|
2023
Q4 | $402K | Sell |
1,126
-255
| -18% | -$90.9K | 0.16% | 74 |
|
2023
Q3 | $484K | Hold |
1,381
| – | – | 0.22% | 57 |
|
2023
Q2 | $471K | Hold |
1,381
| – | – | 0.2% | 58 |
|
2023
Q1 | $426K | Buy |
1,381
+25
| +2% | +$7.72K | 0.19% | 64 |
|
2022
Q4 | $419K | Hold |
1,356
| – | – | 0.19% | 62 |
|
2022
Q3 | $362K | Buy |
1,356
+256
| +23% | +$68.3K | 0.18% | 62 |
|
2022
Q2 | $301K | Sell |
1,100
-30
| -3% | -$8.21K | 0.14% | 66 |
|
2022
Q1 | $399K | Hold |
1,130
| – | – | 0.16% | 58 |
|
2021
Q4 | $337K | Hold |
1,130
| – | – | 0.14% | 62 |
|
2021
Q3 | $309K | Hold |
1,130
| – | – | 0.14% | 63 |
|
2021
Q2 | $314K | Hold |
1,130
| – | – | 0.14% | 63 |
|
2021
Q1 | $288K | Hold |
1,130
| – | – | 0.13% | 62 |
|
2020
Q4 | $262K | Hold |
1,130
| – | – | 0.13% | 60 |
|
2020
Q3 | $241K | Hold |
1,130
| – | – | 0.13% | 60 |
|
2020
Q2 | $202K | Hold |
1,130
| – | – | 0.11% | 66 |
|
2020
Q1 | $207K | Sell |
1,130
-170
| -13% | -$31.1K | 0.13% | 63 |
|
2019
Q4 | $295K | Hold |
1,300
| – | – | 0.14% | 66 |
|
2019
Q3 | $271K | Hold |
1,300
| – | – | 0.13% | 66 |
|
2019
Q2 | $277K | Hold |
1,300
| – | – | 0.14% | 65 |
|
2019
Q1 | $262K | Hold |
1,300
| – | – | 0.14% | 66 |
|
2018
Q4 | $266K | Hold |
1,300
| – | – | 0.16% | 65 |
|
2018
Q3 | $278K | Hold |
1,300
| – | – | 0.14% | 65 |
|
2018
Q2 | $243K | Hold |
1,300
| – | – | 0.13% | 65 |
|
2018
Q1 | $260K | Hold |
1,300
| – | – | 0.15% | 63 |
|
2017
Q4 | $258K | Hold |
1,300
| – | – | 0.14% | 69 |
|
2017
Q3 | $238K | Hold |
1,300
| – | – | 0.13% | 71 |
|
2017
Q2 | $221K | Sell |
1,300
-50
| -4% | -$8.5K | 0.13% | 72 |
|
2017
Q1 | $225K | Hold |
1,350
| – | – | 0.13% | 71 |
|
2016
Q4 | $220K | Buy |
+1,350
| New | +$220K | 0.13% | 68 |
|
2015
Q4 | – | Sell |
-1,900
| Closed | -$248K | – | 73 |
|
2015
Q3 | $248K | Hold |
1,900
| – | – | 0.18% | 69 |
|
2015
Q2 | $259K | Hold |
1,900
| – | – | 0.17% | 68 |
|
2015
Q1 | $275K | Buy |
1,900
+550
| +41% | +$79.6K | 0.18% | 67 |
|
2014
Q4 | $203K | Buy |
+1,350
| New | +$203K | 0.12% | 75 |
|