OPTFSNA
Old Point Trust & Financial Services N A’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
1,119
+1,000
| +840% | +$141K | 0.06% | 134 |
|
|
2025
Q1 | $13.9K | Hold |
119
| – | – | ﹤0.01% | 266 |
|
|
2024
Q4 | $15K | Hold |
119
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $12.4K | Sell |
119
-55
| -32% | -$5.73K | ﹤0.01% | 241 |
|
|
2024
Q2 | $16.9K | Hold |
174
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $16.4K | Buy |
174
+55
| +46% | +$5.18K | 0.01% | 239 |
|
|
2023
Q4 | $11.1K | Buy |
+119
| New | +$11.1K | ﹤0.01% | 209 |
|
|
2023
Q3 | – | Sell |
-119
| Closed | -$10.2K | – | 200 |
|
|
2023
Q2 | $10.2K | Buy |
+119
| New | +$10.2K | ﹤0.01% | 202 |
|