OPTFSNA
Old Point Trust & Financial Services N A’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9K | Hold |
269
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $16.1K | Hold |
269
| – | – | 0.01% | 257 |
|
|
2024
Q4 | $14.6K | Hold |
269
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $12.3K | Sell |
269
-250
| -48% | -$11.4K | ﹤0.01% | 242 |
|
|
2024
Q2 | $22.1K | Hold |
519
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $20.2K | Buy |
519
+250
| +93% | +$9.74K | 0.01% | 218 |
|
|
2023
Q4 | $9.37K | Buy |
+269
| New | +$9.37K | ﹤0.01% | 220 |
|
|
2023
Q3 | – | Sell |
-769
| Closed | -$25.1K | – | 247 |
|
|
2023
Q2 | $25.1K | Buy |
+769
| New | +$25.1K | 0.01% | 149 |
|