Old Point Trust & Financial Services N A’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4K | Hold |
347
| – | – | 0.03% | 158 |
|
|
2025
Q1 | $80.3K | Hold |
347
| – | – | 0.03% | 167 |
|
|
2024
Q4 | $70K | Sell |
347
-300
| -46% | -$60.5K | 0.02% | 165 |
|
|
2024
Q3 | $134K | Hold |
647
| – | – | 0.05% | 116 |
|
|
2024
Q2 | $138K | Sell |
647
-47
| -7% | -$10K | 0.05% | 114 |
|
|
2024
Q1 | $148K | Hold |
694
| – | – | 0.05% | 117 |
|
|
2023
Q4 | $124K | Buy |
+694
| New | +$124K | 0.05% | 111 |
|
|
2023
Q3 | – | Sell |
-694
| Closed | -$120K | – | 248 |
|
|
2023
Q2 | $120K | Buy |
+694
| New | +$120K | 0.05% | 98 |
|