Old North State Wealth Management, LLC Sells in Q3 2024

Old North State Wealth Management, LLC

  • $179 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WRK
West Rock CO

Consumer Cyclical
-58.6K
Closed
$0.0 - $51.51 $0 - $3.02M
0 $0
KMI
Kinder Morgan, Inc.

Energy
-141K
- 65.44%
$19.72 - $22.22 $2.79M - $3.14M
74.6K $1.65B
F
Ford Motor CO

Consumer Cyclical
-19K
- 3.44%
$9.71 - $14.55 $185K - $277K
533K $5.63B
CVS
Cvs Health Corp

Healthcare
-25.3K
- 26.01%
$55.81 - $63.18 $1.41M - $1.6M
71.9K $4.52B
VNQ
Vanguard Specialized Funds Van

ETFs
-8.14K
Closed
$82.97 - $98.97 $675K - $806K
0 $0
MCD
Mcdonalds Corp

Consumer Cyclical
-1.7K
Closed
$245.82 - $304.51 $418K - $517K
0 $0
IP
International Paper CO

Consumer Cyclical
-8.09K
Closed
$42.55 - $49.98 $344K - $404K
0 $0
WMB
Williams Companies, Inc.

Energy
-7.89K
Closed
$41.24 - $46.22 $326K - $365K
0 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.86K
Closed
$85.44 - $110.36 $244K - $316K
0 $0
COST
Costco Wholesale Corp

Consumer Defensive
-250
Closed
$801.83 - $917.05 $200K - $229K
0 $0
RTX
Raytheon Technologies Corp

Industrials
-2.35K
- 18.34%
$99.55 - $123.34 $234K - $290K
10.5K $1.27B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-70
- 0.47%
$147.95 - $191.05 $10.4K - $13.4K
14.7K $2.55B
BAC
Bank Of America Corp

Financial Services
-217
- 2.6%
$36.65 - $44.13 $7.95K - $9.58K
8.13K $323M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-4.55K
- 9.5%
$30.61 - $34.92 $139K - $159K
43.3K $1.49B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34
- 6.84%
$531.86 - $624.21 $18.1K - $21.2K
463 $287M
AXSM
Axsome Therapeutics, Inc.

Healthcare
-300
- 8.0%
$78.93 - $95.84 $23.7K - $28.8K
3.45K $310M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.88%
$517.38 - $573.86 $2.07K - $2.3K
450 $261M
VIG
Vanguard Dividend Appreciation

ETFs
-276
- 3.86%
$182.15 - $182.15 $50.3K - $50.3K
6.87K $1.36B
TSLA
Tesla, Inc.

Consumer Cyclical
-140
- 9.43%
$191.76 - $263.26 $26.8K - $36.9K
1.34K $352M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-27
- 0.98%
$97.96 - $124.99 $2.64K - $3.37K
2.73K $340M
LMT
Lockheed Martin Corp

Industrials
-21
- 2.82%
$460.3 - $584.56 $9.67K - $12.3K
723 $425M
OMC
Omnicom Group Inc.

Communication Services
-945
- 4.65%
$87.69 - $103.9 $82.9K - $98.2K
19.4K $2.01B
DUK
Duke Energy Corp

Utilities
-1.23K
- 4.95%
$99.35 - $117.71 $122K - $144K
23.6K $2.72B
VB
Vanguard Small Cap ETF

ETFs
-64
- 0.46%
$214.77 - $237.72 $13.7K - $15.2K
14K $3.31B
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.3K
- 0.14%
$4.66 - $7.36 $6.06K - $9.57K
943K $6.93B
Activity Summary
Buys All Purchases 87 New Holdings 17 Increased Positions 70 Sells All Sells 26 Reductions 19 Sold out 7 Options Calls 0 Puts 0
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