OPTFSNA
Old Point Trust & Financial Services N A’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
19,551
-3,286
| -14% | -$332K | 0.69% | 37 |
|
|
2025
Q1 | $2.51M | Sell |
22,837
-835
| -4% | -$91.8K | 0.88% | 31 |
|
|
2024
Q4 | $2.99M | Buy |
23,672
+441
| +2% | +$55.6K | 1.05% | 28 |
|
|
2024
Q3 | $3.17M | Buy |
23,231
+675
| +3% | +$92K | 1.14% | 27 |
|
|
2024
Q2 | $3.09M | Buy |
22,556
+109
| +0.5% | +$14.9K | 1.2% | 27 |
|
|
2024
Q1 | $3.34M | Buy |
22,447
+1,548
| +7% | +$230K | 1.21% | 27 |
|
|
2023
Q4 | $3.29M | Buy |
20,899
+705
| +3% | +$111K | 1.33% | 25 |
|
|
2023
Q3 | $3.15M | Buy |
20,194
+175
| +0.9% | +$27.3K | 1.42% | 26 |
|
|
2023
Q2 | $3.59M | Hold |
20,019
| – | – | 1.49% | 24 |
|
|
2023
Q1 | $3.88M | Buy |
20,019
+795
| +4% | +$154K | 1.7% | 23 |
|
|
2022
Q4 | $3.34M | Sell |
19,224
-50
| -0.3% | -$8.69K | 1.54% | 25 |
|
|
2022
Q3 | $3.11M | Sell |
19,274
-787
| -4% | -$127K | 1.56% | 24 |
|
|
2022
Q2 | $3.66M | Sell |
20,061
-602
| -3% | -$110K | 1.69% | 25 |
|
|
2022
Q1 | $4.43M | Sell |
20,663
-102
| -0.5% | -$21.9K | 1.81% | 24 |
|
|
2021
Q4 | $4.45M | Hold |
20,765
| – | – | 1.79% | 22 |
|
|
2021
Q3 | $3.78M | Sell |
20,765
-300
| -1% | -$54.6K | 1.69% | 23 |
|
|
2021
Q2 | $4.38M | Sell |
21,065
-175
| -0.8% | -$36.4K | 1.93% | 22 |
|
|
2021
Q1 | $3.61M | Hold |
21,240
| – | – | 1.68% | 26 |
|
|
2020
Q4 | $3.58M | Sell |
21,240
-3,500
| -14% | -$589K | 1.83% | 22 |
|
|
2020
Q3 | $4.12M | Buy |
24,740
+1,075
| +5% | +$179K | 2.27% | 17 |
|
|
2020
Q2 | $2.63M | Buy |
+23,665
| New | +$2.63M | 1.44% | 27 |
|