Old North State Wealth Management, LLC Closed Positions 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
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
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
Track This Portfolio

Track Old North State Wealth Management, LLC Portfolio

Follow Old North State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Old North State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Old North State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email