AP
Appleton Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
18,226
-258
| -1% | -$8.42K | 0.04% | 168 |
|
|
2025
Q1 | $544K | Sell |
18,484
-260
| -1% | -$7.65K | 0.04% | 168 |
|
|
2024
Q4 | $605K | Sell |
18,744
-4
| -0% | -$129 | 0.04% | 158 |
|
|
2024
Q3 | $647K | Hold |
18,748
| – | – | 0.05% | 157 |
|
|
2024
Q2 | $627K | Buy |
18,748
+339
| +2% | +$11.3K | 0.05% | 157 |
|
|
2024
Q1 | $682K | Hold |
18,409
| – | – | 0.05% | 162 |
|
|
2023
Q4 | $638K | Hold |
18,409
| – | – | 0.05% | 173 |
|
|
2023
Q3 | $566K | Hold |
18,409
| – | – | 0.05% | 177 |
|
|
2023
Q2 | $628K | Sell |
18,409
-17,469
| -49% | -$596K | 0.05% | 178 |
|
|
2023
Q1 | $1.07M | Sell |
35,878
-753
| -2% | -$22.5K | 0.1% | 145 |
|
|
2022
Q4 | $1.14M | Sell |
36,631
-1,994
| -5% | -$61.8K | 0.11% | 143 |
|
|
2022
Q3 | $1.03M | Sell |
38,625
-5,063
| -12% | -$135K | 0.1% | 145 |
|
|
2022
Q2 | $1.27M | Buy |
43,688
+1,617
| +4% | +$47K | 0.12% | 135 |
|
|
2022
Q1 | $1.58M | Sell |
42,071
-1,157
| -3% | -$43.3K | 0.13% | 135 |
|
|
2021
Q4 | $1.63M | Sell |
43,228
-24
| -0.1% | -$902 | 0.12% | 135 |
|
|
2021
Q3 | $1.29M | Sell |
43,252
-1,004
| -2% | -$29.9K | 0.11% | 146 |
|
|
2021
Q2 | $1.42M | Buy |
44,256
+29,440
| +199% | +$945K | 0.12% | 139 |
|
|
2021
Q1 | $1.43M | Sell |
14,816
-655
| -4% | -$63.2K | 0.13% | 133 |
|
|
2020
Q4 | $1.4M | Sell |
15,471
-688
| -4% | -$62.4K | 0.14% | 128 |
|
|
2020
Q3 | $1.26M | Sell |
16,159
-210
| -1% | -$16.3K | 0.14% | 121 |
|
|
2020
Q2 | $1.14M | Sell |
16,369
-1,251
| -7% | -$87.3K | 0.14% | 128 |
|
|
2020
Q1 | $1.01M | Sell |
17,620
-25,165
| -59% | -$1.44M | 0.14% | 129 |
|
|
2019
Q4 | $3.1M | Sell |
42,785
-3,167
| -7% | -$229K | 0.34% | 75 |
|
|
2019
Q3 | $3.18M | Buy |
45,952
+313
| +0.7% | +$21.7K | 0.38% | 72 |
|
|
2019
Q2 | $3.53M | Buy |
45,639
+2,495
| +6% | +$193K | 0.44% | 62 |
|
|
2019
Q1 | $3.23M | Buy |
43,144
+6,886
| +19% | +$515K | 0.43% | 66 |
|
|
2018
Q4 | $2.25M | Buy |
36,258
+3,160
| +10% | +$196K | 0.34% | 83 |
|
|
2018
Q3 | $2.45M | Buy |
33,098
+5,761
| +21% | +$427K | 0.33% | 88 |
|
|
2018
Q2 | $1.74M | Buy |
27,337
+19,629
| +255% | +$1.25M | 0.25% | 101 |
|
|
2018
Q1 | $429K | Hold |
7,708
| – | – | 0.07% | 192 |
|
|
2017
Q4 | $424K | Hold |
7,708
| – | – | 0.07% | 191 |
|
|
2017
Q3 | $418K | Hold |
7,708
| – | – | 0.07% | 177 |
|
|
2017
Q2 | $421K | Sell |
7,708
-400
| -5% | -$21.8K | 0.07% | 178 |
|
|
2017
Q1 | $377K | Sell |
8,108
-110
| -1% | -$5.12K | 0.07% | 180 |
|
|
2016
Q4 | $295K | Sell |
8,218
-1,773
| -18% | -$63.6K | 0.06% | 182 |
|
|
2016
Q3 | $305K | Buy |
9,991
+143
| +1% | +$4.37K | 0.06% | 177 |
|
|
2016
Q2 | $257K | Hold |
9,848
| – | – | 0.05% | 185 |
|
|
2016
Q1 | $254K | Sell |
9,848
-429
| -4% | -$11.1K | 0.05% | 185 |
|
|
2015
Q4 | $267K | Buy |
10,277
+275
| +3% | +$7.15K | 0.05% | 189 |
|
|
2015
Q3 | $269K | Hold |
10,002
| – | – | 0.06% | 181 |
|
|
2015
Q2 | $327K | Sell |
10,002
-446
| -4% | -$14.6K | 0.07% | 149 |
|
|
2015
Q1 | $346K | Hold |
10,448
| – | – | 0.08% | 148 |
|
|
2014
Q4 | $379K | Sell |
10,448
-104
| -1% | -$3.77K | 0.09% | 137 |
|
|
2014
Q3 | $338K | Sell |
10,552
-621
| -6% | -$19.9K | 0.08% | 137 |
|
|
2014
Q2 | $344K | Buy |
11,173
+146
| +1% | +$4.5K | 0.08% | 139 |
|
|
2014
Q1 | $319K | Sell |
11,027
-596
| -5% | -$17.2K | 0.08% | 138 |
|
|
2013
Q4 | $334K | Buy |
11,623
+1,300
| +13% | +$37.4K | 0.08% | 128 |
|
|
2013
Q3 | $266K | Hold |
10,323
| – | – | 0.07% | 134 |
|
|
2013
Q2 | $239K | Buy |
+10,323
| New | +$239K | 0.07% | 134 |
|