OPTFSNA
Old Point Trust & Financial Services N A’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Sell |
551
-44
| -7% | -$13.7K | 0.06% | 132 |
|
|
2025
Q1 | $312K | Hold |
595
| – | – | 0.11% | 109 |
|
|
2024
Q4 | $301K | Hold |
595
| – | – | 0.11% | 106 |
|
|
2024
Q3 | $348K | Hold |
595
| – | – | 0.13% | 93 |
|
|
2024
Q2 | $303K | Hold |
595
| – | – | 0.12% | 94 |
|
|
2024
Q1 | $294K | Hold |
595
| – | – | 0.11% | 96 |
|
|
2023
Q4 | $313K | Hold |
595
| – | – | 0.13% | 83 |
|
|
2023
Q3 | $300K | Hold |
595
| – | – | 0.14% | 73 |
|
|
2023
Q2 | $286K | Hold |
595
| – | – | 0.12% | 73 |
|
|
2023
Q1 | $281K | Buy |
+595
| New | +$281K | 0.12% | 73 |
|