OPTFSNA
Old Point Trust & Financial Services N A’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
4,276
-8,039
| -65% | -$786K | 0.15% | 96 |
|
|
2025
Q1 | $1.08M | Sell |
12,315
-129
| -1% | -$11.3K | 0.38% | 57 |
|
|
2024
Q4 | $1.12M | Buy |
12,444
+1,850
| +17% | +$167K | 0.39% | 54 |
|
|
2024
Q3 | $855K | Sell |
10,594
-328
| -3% | -$26.5K | 0.31% | 63 |
|
|
2024
Q2 | $740K | Sell |
10,922
-566
| -5% | -$38.3K | 0.29% | 65 |
|
|
2024
Q1 | $691K | Buy |
11,488
+7,968
| +226% | +$479K | 0.25% | 65 |
|
|
2023
Q4 | $555K | Hold |
3,520
| – | – | 0.22% | 59 |
|
|
2023
Q3 | $563K | Sell |
3,520
-7
| -0.2% | -$1.12K | 0.25% | 54 |
|
|
2023
Q2 | $554K | Hold |
3,527
| – | – | 0.23% | 56 |
|
|
2023
Q1 | $520K | Buy |
3,527
+12
| +0.3% | +$1.77K | 0.23% | 57 |
|
|
2022
Q4 | $498K | Hold |
3,515
| – | – | 0.23% | 59 |
|
|
2022
Q3 | $456K | Buy |
3,515
+1,797
| +105% | +$233K | 0.23% | 57 |
|
|
2022
Q2 | $209K | Buy |
1,718
+180
| +12% | +$21.9K | 0.1% | 75 |
|
|
2022
Q1 | $229K | Hold |
1,538
| – | – | 0.09% | 75 |
|
|
2021
Q4 | $223K | Hold |
1,538
| – | – | 0.09% | 75 |
|
|
2021
Q3 | $214K | Buy |
+1,538
| New | +$214K | 0.1% | 71 |
|
|
2016
Q1 | – | Sell |
-3,600
| Closed | -$221K | – | 72 |
|
|
2015
Q4 | $221K | Sell |
3,600
-597
| -14% | -$36.6K | 0.14% | 69 |
|
|
2015
Q3 | $272K | Sell |
4,197
-500
| -11% | -$32.4K | 0.19% | 66 |
|
|
2015
Q2 | $333K | Buy |
4,697
+500
| +12% | +$35.4K | 0.22% | 65 |
|
|
2015
Q1 | $345K | Sell |
4,197
-1,000
| -19% | -$82.2K | 0.22% | 61 |
|
|
2014
Q4 | $446K | Hold |
5,197
| – | – | 0.27% | 60 |
|
|
2014
Q3 | $397K | Hold |
5,197
| – | – | 0.24% | 60 |
|
|
2014
Q2 | $390K | Sell |
5,197
-400
| -7% | -$30K | 0.23% | 59 |
|
|
2014
Q1 | $427K | Hold |
5,597
| – | – | 0.27% | 59 |
|
|
2013
Q4 | $441K | Hold |
5,597
| – | – | 0.29% | 58 |
|
|
2013
Q3 | $414K | Sell |
5,597
-435
| -7% | -$32.2K | 0.29% | 57 |
|
|
2013
Q2 | $449K | Buy |
+6,032
| New | +$449K | 0.32% | 57 |
|