Old North State Trust, LLC Purchases and Sells in Q3 2025

Old North State Trust, LLC

$162 Million
Q3 2025

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	349 + 0.63%	$202.38 - $256.87 $70.6K - $89.6K	55.9K $14.2M
NVDA	183 + 0.39%	$153.3 - $186.58 $28.1K - $34.1K	47.1K $8.8M
SPY	480 + 2.99%	$617.65 - $666.84 $296K - $320K	16.6K $11M
VZ	20.9K + 82.92%	$40.84 - $45.06 $855K - $944K	46.2K $2.03M
XOM	5.77K + 59.29%	$105.83 - $117.22 $610K - $676K	15.5K $1.75M
IBM	2.65K + 36.92%	$234.77 - $292.47 $622K - $774K	9.82K $2.77M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	1.25K New	$420.11 - $472.68 $525K - $591K	1.25K $585K
MFC	10K New	$29.9 - $32.34 $299K - $323K	10K $311K
KIM	11.8K New	$20.74 - $22.79 $244K - $268K	11.8K $257K
PGR	1K New	$238.61 - $264.3 $239K - $264K	1K $246K
MO	3.28K New	$57.75 - $67.68 $189K - $222K	3.28K $216K
RTX	1.3K New	$144.19 - $167.33 $187K - $217K	1.3K $216K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	-8.9K - 17.56%	$45.6 - $46.92 $406K - $418K	41.8K $1.95M
UNP	-1.07K - 33.5%	$214.91 - $237.16 $230K - $254K	2.12K $501K
ACN	-573 - 37.6%	$232.56 - $304.78 $133K - $175K	951 $234K
TFC	-6.22K - 22.69%	$42.83 - $47.07 $266K - $293K	21.2K $969K
IWD	-963 - 43.2%	$192.76 - $203.86 $186K - $196K	1.27K $257K
USMV	-1.53K - 14.08%	$92.18 - $95.14 $141K - $146K	9.33K $888K

Activity Summary All Purchases 76 New Holdings 10 Increased Positions 66 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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