ONSWM
Old North State Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
864
+17
| +2% | +$4.65K | 0.12% | 109 |
|
|
2025
Q1 | $228K | Buy |
847
+141
| +20% | +$37.9K | 0.13% | 105 |
|
|
2024
Q4 | $237K | Sell |
706
-356
| -34% | -$119K | 0.13% | 105 |
|
|
2024
Q3 | $291K | Buy |
1,062
+7
| +0.7% | +$1.92K | 0.16% | 88 |
|
|
2024
Q2 | $271K | Buy |
1,055
+276
| +35% | +$71K | 0.18% | 78 |
|
|
2024
Q1 | $235K | Sell |
779
-8,859
| -92% | -$2.67M | 0.15% | 83 |
|
|
2023
Q4 | $2.54M | Buy |
9,638
+260
| +3% | +$68.4K | 1.87% | 20 |
|
|
2023
Q3 | $1.9M | Buy |
9,378
+75
| +0.8% | +$15.2K | 1.67% | 22 |
|
|
2023
Q2 | $1.97M | Buy |
9,303
+118
| +1% | +$24.9K | 1.72% | 21 |
|
|
2023
Q1 | $1.83M | Sell |
9,185
-595
| -6% | -$119K | 1.72% | 22 |
|
|
2022
Q4 | $1.3M | Sell |
9,780
-2,080
| -18% | -$276K | 1.3% | 26 |
|
|
2022
Q3 | $1.71M | Buy |
11,860
+1,378
| +13% | +$198K | 1.97% | 20 |
|
|
2022
Q2 | $1.73M | Buy |
+10,482
| New | +$1.73M | 1.97% | 19 |
|