OPTFSNA
Old Point Trust & Financial Services N A’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Sell |
7,174
-469
| -6% | -$58.2K | 0.31% | 66 |
|
|
2025
Q1 | $754K | Sell |
7,643
-199
| -3% | -$19.6K | 0.26% | 75 |
|
|
2024
Q4 | $873K | Sell |
7,842
-50
| -0.6% | -$5.57K | 0.31% | 68 |
|
|
2024
Q3 | $759K | Sell |
7,892
-85
| -1% | -$8.18K | 0.27% | 68 |
|
|
2024
Q2 | $792K | Sell |
7,977
-394
| -5% | -$39.1K | 0.31% | 63 |
|
|
2024
Q1 | $1.02M | Sell |
8,371
-302
| -3% | -$37K | 0.37% | 53 |
|
|
2023
Q4 | $783K | Sell |
8,673
-1,516
| -15% | -$137K | 0.32% | 52 |
|
|
2023
Q3 | $826K | Buy |
10,189
+182
| +2% | +$14.8K | 0.37% | 49 |
|
|
2023
Q2 | $893K | Sell |
10,007
-1,211
| -11% | -$108K | 0.37% | 48 |
|
|
2023
Q1 | $1.12M | Buy |
11,218
+1,330
| +13% | +$133K | 0.49% | 44 |
|
|
2022
Q4 | $859K | Sell |
9,888
-746
| -7% | -$64.8K | 0.4% | 51 |
|
|
2022
Q3 | $1M | Buy |
10,634
+253
| +2% | +$23.9K | 0.5% | 43 |
|
|
2022
Q2 | $980K | Sell |
10,381
-210
| -2% | -$19.8K | 0.45% | 47 |
|
|
2022
Q1 | $1.45M | Buy |
10,591
+1,001
| +10% | +$137K | 0.59% | 39 |
|
|
2021
Q4 | $1.49M | Buy |
9,590
+150
| +2% | +$23.2K | 0.6% | 41 |
|
|
2021
Q3 | $1.6M | Sell |
9,440
-267
| -3% | -$45.2K | 0.71% | 40 |
|
|
2021
Q2 | $1.71M | Sell |
9,707
-76
| -0.8% | -$13.4K | 0.75% | 41 |
|
|
2021
Q1 | $1.81M | Buy |
9,783
+1,100
| +13% | +$203K | 0.84% | 35 |
|
|
2020
Q4 | $1.57M | Sell |
8,683
-697
| -7% | -$126K | 0.81% | 36 |
|
|
2020
Q3 | $1.16M | Sell |
9,380
-879
| -9% | -$109K | 0.64% | 41 |
|
|
2020
Q2 | $1.14M | Sell |
10,259
-3,906
| -28% | -$436K | 0.63% | 41 |
|
|
2020
Q1 | $1.37M | Sell |
14,165
-6,230
| -31% | -$602K | 0.86% | 35 |
|
|
2019
Q4 | $2.95M | Sell |
20,395
-384
| -2% | -$55.5K | 1.36% | 31 |
|
|
2019
Q3 | $2.71M | Buy |
20,779
+1,996
| +11% | +$260K | 1.32% | 32 |
|
|
2019
Q2 | $2.62M | Buy |
18,783
+7,537
| +67% | +$1.05M | 1.34% | 31 |
|
|
2019
Q1 | $1.25M | Buy |
+11,246
| New | +$1.25M | 0.65% | 43 |
|
|
2016
Q2 | – | Sell |
-2,954
| Closed | -$293K | – | 72 |
|
|
2016
Q1 | $293K | Hold |
2,954
| – | – | 0.18% | 65 |
|
|
2015
Q4 | $310K | Hold |
2,954
| – | – | 0.2% | 64 |
|
|
2015
Q3 | $302K | Hold |
2,954
| – | – | 0.21% | 65 |
|
|
2015
Q2 | $337K | Hold |
2,954
| – | – | 0.22% | 64 |
|
|
2015
Q1 | $310K | Sell |
2,954
-800
| -21% | -$84K | 0.2% | 63 |
|
|
2014
Q4 | $354K | Buy |
3,754
+300
| +9% | +$28.3K | 0.21% | 63 |
|
|
2014
Q3 | $308K | Buy |
3,454
+150
| +5% | +$13.4K | 0.18% | 65 |
|
|
2014
Q2 | $283K | Buy |
3,304
+500
| +18% | +$42.8K | 0.17% | 67 |
|
|
2014
Q1 | $225K | Hold |
2,804
| – | – | 0.14% | 70 |
|
|
2013
Q4 | $214K | Buy |
+2,804
| New | +$214K | 0.14% | 70 |
|