Old North State Wealth Management, LLC PHINIA INC Transaction History

Old North State Wealth Management, LLC

9,798

Previous 9,671 1.31%

$416 Million

Previous $466 Million 10.74%

0.23%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	N/A	127 Added 1.31%	9,798 $416 Million
Q4 2024 Jan 27, 2025	BUY	N/A	82 Added 0.86%	9,671 $466 Million
Q3 2024 Oct 29, 2024	BUY	N/A	451 Added 4.94%	9,589 $442 Million
Q2 2024 Oct 29, 2024	SELL	N/A	-122,717 Reduced 93.07%	9,138 $360 Million
Q1 2024 Oct 29, 2024	BUY	N/A	7,649 Added 6.16%	131,855 $5.07 Billion
Q4 2023 Oct 28, 2024	BUY	N/A	5,662 Added 4.78%	124,206 $3.76 Billion
Q3 2023 Oct 28, 2024	BUY	N/A	118,544 New	118,544 $3.18 Billion

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.

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