Old North State Wealth Management, LLC Closed Holding Positions

Old North State Wealth Management, LLC

  • $179 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
COST
Costco Wholesale Corp

Consumer Defensive
Q3 2024 Filed on Oct 29, 2024
250
$801.83 - $917.05 $200K - $229K
WMB
Williams Companies, Inc.

Energy
Q3 2024 Filed on Oct 29, 2024
7,893
$41.24 - $46.22 $326K - $365K
WRK
West Rock CO

Consumer Cyclical
Q3 2024 Filed on Oct 29, 2024
58,550
$0.0 - $51.51 $0 - $3.02M
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2024 Filed on Oct 29, 2024
8,139
$82.97 - $98.97 $675K - $806K
BLD
Top Build Corp

Industrials
Q2 2024 Filed on Oct 29, 2024
700
$379.45 - $446.91 $266K - $313K
MCD
Mcdonalds Corp

Consumer Cyclical
Q3 2024 Filed on Oct 29, 2024
1,699
$245.82 - $304.51 $418K - $517K
IP
International Paper CO

Consumer Cyclical
Q3 2024 Filed on Oct 29, 2024
8,090
$42.55 - $49.98 $344K - $404K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2024 Filed on Oct 29, 2024
11,482
$67.2 - $78.36 $772K - $900K
EMR
Emerson Electric CO

Industrials
Q2 2024 Filed on Oct 29, 2024
4,021
$105.97 - $115.59 $426K - $465K
D
Dominion Energy, Inc

Utilities
Q2 2024 Filed on Oct 29, 2024
4,251
$46.86 - $53.94 $199K - $229K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q3 2024 Filed on Oct 29, 2024
2,861
$85.44 - $110.36 $244K - $316K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2023 Filed on Oct 28, 2024
9,535
$46.54 - $47.72 $444K - $455K
T
At&T Inc.

Communication Services
Q3 2023 Filed on Oct 28, 2024
224,689
$13.45 - $16.12 $3.02M - $3.62M
Prospect Cap Corp
Q3 2022 Filed on Oct 25, 2024
100,000
N/A
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Oct 25, 2024
84,961
$42.05 - $47.77 $3.57M - $4.06M
BIG
Big Lots Inc

Consumer Defensive
Q2 2022 Filed on Oct 25, 2024
119,837
$20.97 - $38.54 $2.51M - $4.62M
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