Old North State Wealth Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2025
Q2
$237K Buy
2025
Q1
$228K Buy
2024
Q4
$237K Sell
2024
Q3
$291K Buy
2024
Q2
$271K Buy
2024
Q1
$235K Sell
2023
Q4
$2.54M Buy
2023
Q3
$1.9M Buy
2023
Q2
$1.97M Buy
2023
Q1
$1.83M Sell
2022
Q4
$1.3M Sell
2022
Q3
$1.71M Buy
2022
Q2
$1.73M Buy