9258 Wealth Management’s CSX Corp CSX Stock Holding History

9258 Wealth Management’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$421K	Hold	12,184	–	–	0.06%	226
2024 Q2	$408K	Hold	12,184	–	–	0.06%	224
2024 Q1	$452K	Hold	12,184	–	–	0.07%	210
2023 Q4	$422K	Buy	12,184 +900	+8%	+$28.7K	0.07%	203
2023 Q3	$347K	Sell	11,284 -48	-0.4%	-$1.52K	0.07%	224
2023 Q2	$386K	Buy	11,332 +48	+0.4%	+$1.52K	0.07%	219
2023 Q1	$338K	Sell	11,284 -500	-4%	-$15.4K	0.07%	235
2022 Q4	$365K	Buy	11,784 +1,462	+14%	+$44K	0.08%	216
2022 Q3	$275K	Sell	10,322 -699	-6%	-$21.7K	0.07%	255
2022 Q2	$320K	Buy	11,021 +270	+3%	+$8.8K	0.08%	236
2022 Q1	$403K	Buy	10,751 +396	+4%	+$14K	0.09%	226
2021 Q4	$389K	Buy	10,355 +1,323	+15%	+$46.7K	0.09%	240
2021 Q3	$269K	Hold	9,032	–	–	0.07%	283
2021 Q2	$290K	Buy	9,032 +350	+4%	+$11.5K	0.08%	269
2021 Q1	$279K	Buy	+8,682	New	+$265K	0.08%	259

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

9258 Wealth Management's CSX Position: Q3 2024 in Review

9258 Wealth Management held its CSX Corp (CSX) position steady in Q3 2024 at 12,184 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #226.

9258 Wealth Management first reported a position in CSX in Q1 2021 and has held it in 15 quarters since. The position peaked at $452K in Q1 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

9258 Wealth Management held 12,184 shares of CSX Corp worth $421K as of Q3 2024.
9258 Wealth Management left its CSX Corp share count unchanged in Q3 2024.
CSX Corp made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #226 holding.
9258 Wealth Management first reported a position in CSX Corp in Q1 2021 and has held it in 15 quarters since.
9258 Wealth Management's CSX Corp position peaked at $452K in Q1 2024.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.