OPTFSNA
Old Point Trust & Financial Services N A’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
19,548
-187
| -0.9% | -$13.7K | 0.5% | 47 |
|
|
2025
Q1 | $1.4M | Buy |
19,735
+2,680
| +16% | +$191K | 0.49% | 46 |
|
|
2024
Q4 | $998K | Buy |
17,055
+2,500
| +17% | +$146K | 0.35% | 59 |
|
|
2024
Q3 | $826K | Buy |
14,555
+6,183
| +74% | +$351K | 0.3% | 65 |
|
|
2024
Q2 | $658K | Buy |
8,372
+3,812
| +84% | +$300K | 0.26% | 67 |
|
|
2024
Q1 | $403K | Buy |
4,560
+1,230
| +37% | +$109K | 0.15% | 82 |
|
|
2023
Q4 | $235K | Buy |
+3,330
| New | +$235K | 0.1% | 92 |
|