Number of Shares
560,497.00
Current Holdings Value*
$5.62 Mil
% of Portfolio
3.13%
Total Estimate Gain
$-1.39 Mil
% of Total Estimate Gain
-16.09%

Old North State Wealth Management, LLC's Ford Motor Co Holding Summary

As of 2025-03-31, Old North State Wealth Management, LLC held 560,497.00 shares of Ford Motor Co(F), totaling $5.62 Mil. This investment constitutes 3.13% of their stock portfolio, and Old North State Wealth Management, LLC now holds 0.01% of the outstanding Ford Motor Co(F) stock.

The initial trade took place in 2021Q4. And since then Old North State Wealth Management, LLC has made 11 purchases of F, at an average price of $14.22, for a total of 609,317.00 shares. In addition, there have been 2 sales at an average price of $16.06 for 48,820.00 shares. Based on historical transaction data and F's current price of $11.57, Old North State Wealth Management, LLC's estimated gain on his F holdings is $-1.39 Mil, reflecting a -16.09% gain to date.

Old North State Wealth Management, LLC F ($11.57) Holding Chart

Old North State Wealth Management, LLC F ($11.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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