AWM
Avior Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
8,691
+4,913
| +130% | +$160K | 0.01% | 582 |
|
|
2025
Q1 | $111K | Sell |
3,778
-8,210
| -68% | -$242K | ﹤0.01% | 693 |
|
|
2024
Q4 | $387K | Buy |
11,988
+198
| +2% | +$6.39K | 0.01% | 520 |
|
|
2024
Q3 | $407K | Buy |
11,790
+293
| +3% | +$10.1K | 0.02% | 509 |
|
|
2024
Q2 | $385K | Sell |
11,497
-1,200
| -9% | -$40.1K | 0.02% | 504 |
|
|
2024
Q1 | $471K | Buy |
12,697
+3,071
| +32% | +$114K | 0.02% | 467 |
|
|
2023
Q4 | $334K | Hold |
9,626
| – | – | 0.02% | 426 |
|
|
2023
Q3 | $296K | Hold |
9,626
| – | – | 0.02% | 442 |
|
|
2023
Q2 | $328K | Buy |
9,626
+8,803
| +1,070% | +$300K | 0.02% | 432 |
|
|
2023
Q1 | $24.7K | Buy |
823
+45
| +6% | +$1.35K | ﹤0.01% | 910 |
|
|
2022
Q4 | $24.1K | Buy |
778
+1
| +0.1% | +$31 | ﹤0.01% | 731 |
|
|
2022
Q3 | $20K | Buy |
777
+50
| +7% | +$1.29K | ﹤0.01% | 738 |
|
|
2022
Q2 | $21K | Sell |
727
-209
| -22% | -$6.04K | ﹤0.01% | 671 |
|
|
2022
Q1 | $35K | Buy |
936
+1
| +0.1% | +$37 | ﹤0.01% | 639 |
|
|
2021
Q4 | $35K | Sell |
935
-310
| -25% | -$11.6K | ﹤0.01% | 619 |
|
|
2021
Q3 | $37K | Buy |
1,245
+27
| +2% | +$802 | ﹤0.01% | 587 |
|
|
2021
Q2 | $39K | Buy |
1,218
+788
| +183% | +$25.2K | ﹤0.01% | 556 |
|
|
2021
Q1 | $41K | Sell |
430
-629
| -59% | -$60K | ﹤0.01% | 544 |
|
|
2020
Q4 | $96K | Buy |
1,059
+631
| +147% | +$57.2K | 0.01% | 445 |
|
|
2020
Q3 | $33K | Buy |
428
+1
| +0.2% | +$77 | ﹤0.01% | 538 |
|
|
2020
Q2 | $29K | Hold |
427
| – | – | ﹤0.01% | 530 |
|
|
2020
Q1 | $24K | Buy |
427
+1
| +0.2% | +$56 | ﹤0.01% | 500 |
|
|
2019
Q4 | $30K | Hold |
426
| – | – | ﹤0.01% | 502 |
|
|
2019
Q3 | $29K | Buy |
426
+200
| +88% | +$13.6K | 0.01% | 498 |
|
|
2019
Q2 | $17K | Buy |
226
+24
| +12% | +$1.81K | ﹤0.01% | 545 |
|
|
2019
Q1 | $15K | Hold |
202
| – | – | ﹤0.01% | 507 |
|
|
2018
Q4 | $12K | Buy |
+202
| New | +$12K | ﹤0.01% | 558 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$1K | – | 793 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 717 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 720 |
|
|
2016
Q4 | – | Sell |
-29
| Closed | -$1K | – | 503 |
|
|
2016
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 439 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 470 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 486 |
|