PWM
PBMares Wealth Management’s Old Point Financial OPOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
30,079
| – | – | 0.22% | 57 |
|
|
2025
Q1 | $901K | Hold |
30,079
| – | – | 0.18% | 69 |
|
|
2024
Q4 | $784K | Hold |
30,079
| – | – | 0.16% | 83 |
|
|
2024
Q3 | $581K | Sell |
30,079
-469
| -2% | -$9.06K | 0.12% | 98 |
|
|
2024
Q2 | $448K | Sell |
30,548
-92
| -0.3% | -$1.35K | 0.11% | 113 |
|
|
2024
Q1 | $522K | Sell |
30,640
-4,368
| -12% | -$74.4K | 0.14% | 102 |
|
|
2023
Q4 | $621K | Sell |
35,008
-832
| -2% | -$14.8K | 0.19% | 85 |
|
|
2023
Q3 | $654K | Sell |
35,840
-1,358
| -4% | -$24.8K | 0.24% | 77 |
|
|
2023
Q2 | $645K | Hold |
37,198
| – | – | 0.23% | 81 |
|
|
2023
Q1 | $886K | Sell |
37,198
-1,385
| -4% | -$33K | 0.33% | 60 |
|
|
2022
Q4 | $1.04M | Hold |
38,583
| – | – | 0.42% | 47 |
|
|
2022
Q3 | $1.07M | Hold |
38,583
| – | – | 0.47% | 43 |
|
|
2022
Q2 | $975K | Sell |
38,583
-765
| -2% | -$19.3K | 0.42% | 50 |
|
|
2022
Q1 | $964K | Hold |
39,348
| – | – | 0.59% | 41 |
|
|
2021
Q4 | $896K | Hold |
39,348
| – | – | 0.38% | 53 |
|
|
2021
Q3 | $844K | Hold |
39,348
| – | – | 0.4% | 56 |
|
|
2021
Q2 | $955K | Hold |
39,348
| – | – | 0.52% | 46 |
|
|
2021
Q1 | $925K | Hold |
39,348
| – | – | 0.76% | 40 |
|
|
2020
Q4 | $746K | Hold |
39,348
| – | – | 0.86% | 42 |
|
|
2020
Q3 | $596K | Hold |
39,348
| – | – | 0.88% | 42 |
|
|
2020
Q2 | $600K | Hold |
39,348
| – | – | 0.9% | 39 |
|
|
2020
Q1 | $595K | Hold |
39,348
| – | – | 0.94% | 31 |
|
|
2019
Q4 | $1.08M | Buy |
+39,348
| New | +$1.08M | 1.29% | 19 |
|