ONSWM
Old North State Wealth Management’s Phinia Inc PHIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
9,957
+159
| +2% | +$7.08K | 0.23% | 79 |
|
|
2025
Q1 | $416K | Buy |
9,798
+127
| +1% | +$5.39K | 0.23% | 73 |
|
|
2024
Q4 | $466K | Buy |
9,671
+82
| +0.9% | +$3.95K | 0.26% | 65 |
|
|
2024
Q3 | $442K | Buy |
9,589
+451
| +5% | +$20.8K | 0.25% | 59 |
|
|
2024
Q2 | $360K | Sell |
9,138
-122,717
| -93% | -$4.83M | 0.24% | 59 |
|
|
2024
Q1 | $5.07M | Buy |
131,855
+7,649
| +6% | +$294K | 3.31% | 8 |
|
|
2023
Q4 | $3.76M | Buy |
124,206
+5,662
| +5% | +$172K | 2.78% | 8 |
|
|
2023
Q3 | $3.18M | Buy |
+118,544
| New | +$3.18M | 2.79% | 10 |
|