OPTFSNA
Old Point Trust & Financial Services N A’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.8K | Hold |
1,183
| – | – | 0.03% | 148 |
|
|
2025
Q1 | $84.9K | Hold |
1,183
| – | – | 0.03% | 162 |
|
|
2024
Q4 | $83.1K | Hold |
1,183
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $66.8K | Hold |
1,183
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $70.3K | Hold |
1,183
| – | – | 0.03% | 141 |
|
|
2024
Q1 | $68.6K | Buy |
1,183
+883
| +294% | +$51.2K | 0.02% | 143 |
|
|
2023
Q4 | $14.8K | Buy |
+300
| New | +$14.8K | 0.01% | 200 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$12.8K | – | 245 |
|
|
2023
Q2 | $12.8K | Buy |
+300
| New | +$12.8K | 0.01% | 196 |
|
|
2019
Q2 | – | Sell |
-7,186
| Closed | -$347K | – | 72 |
|
|
2019
Q1 | $347K | Sell |
7,186
-6,300
| -47% | -$304K | 0.18% | 59 |
|
|
2018
Q4 | $622K | Sell |
13,486
-850
| -6% | -$39.2K | 0.37% | 55 |
|
|
2018
Q3 | $753K | Buy |
14,336
+100
| +0.7% | +$5.25K | 0.39% | 54 |
|
|
2018
Q2 | $790K | Sell |
14,236
-4,821
| -25% | -$268K | 0.43% | 54 |
|
|
2018
Q1 | $999K | Sell |
19,057
-500
| -3% | -$26.2K | 0.56% | 50 |
|
|
2017
Q4 | $1.19M | Buy |
19,557
+598
| +3% | +$36.3K | 0.64% | 44 |
|
|
2017
Q3 | $1.05M | Sell |
18,959
-941
| -5% | -$51.9K | 0.59% | 44 |
|
|
2017
Q2 | $1.1M | Buy |
19,900
+1,200
| +6% | +$66.5K | 0.64% | 45 |
|
|
2017
Q1 | $1.04M | Buy |
18,700
+1,241
| +7% | +$69.1K | 0.6% | 47 |
|
|
2016
Q4 | $963K | Sell |
17,459
-1,100
| -6% | -$60.7K | 0.58% | 48 |
|
|
2016
Q3 | $822K | Sell |
18,559
-772
| -4% | -$34.2K | 0.51% | 48 |
|
|
2016
Q2 | $915K | Sell |
19,331
-481
| -2% | -$22.8K | 0.57% | 46 |
|
|
2016
Q1 | $958K | Buy |
19,812
+9,672
| +95% | +$468K | 0.6% | 46 |
|
|
2015
Q4 | $551K | Buy |
10,140
+1,500
| +17% | +$81.5K | 0.36% | 53 |
|
|
2015
Q3 | $444K | Sell |
8,640
-162
| -2% | -$8.33K | 0.32% | 55 |
|
|
2015
Q2 | $495K | Buy |
8,802
+262
| +3% | +$14.7K | 0.32% | 55 |
|
|
2015
Q1 | $464K | Sell |
8,540
-2,048
| -19% | -$111K | 0.3% | 56 |
|
|
2014
Q4 | $580K | Sell |
10,588
-500
| -5% | -$27.4K | 0.35% | 56 |
|
|
2014
Q3 | $575K | Sell |
11,088
-36
| -0.3% | -$1.87K | 0.34% | 56 |
|
|
2014
Q2 | $585K | Buy |
11,124
+94
| +0.9% | +$4.94K | 0.35% | 54 |
|
|
2014
Q1 | $549K | Sell |
11,030
-189
| -2% | -$9.41K | 0.34% | 54 |
|
|
2013
Q4 | $510K | Sell |
11,219
-706
| -6% | -$32.1K | 0.33% | 54 |
|
|
2013
Q3 | $492K | Hold |
11,925
| – | – | 0.34% | 55 |
|
|
2013
Q2 | $492K | Buy |
+11,925
| New | +$492K | 0.35% | 55 |
|