BTWM
Baker Tilly Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
6,302
-1,725
| -21% | -$56.3K | 0.07% | 226 |
|
|
2025
Q1 | $236K | Buy |
8,027
+71
| +0.9% | +$2.09K | 0.09% | 215 |
|
|
2024
Q4 | $257K | Buy |
7,956
+311
| +4% | +$10K | 0.1% | 206 |
|
|
2024
Q3 | $264K | Sell |
7,645
-2,302
| -23% | -$79.5K | 0.12% | 198 |
|
|
2024
Q2 | $333K | Sell |
9,947
-3,543
| -26% | -$119K | 0.14% | 179 |
|
|
2024
Q1 | $500K | Sell |
13,490
-197
| -1% | -$7.3K | 0.09% | 252 |
|
|
2023
Q4 | $475K | Sell |
13,687
-115
| -0.8% | -$3.99K | 0.08% | 289 |
|
|
2023
Q3 | $424K | Sell |
13,802
-293
| -2% | -$9.01K | 0.07% | 295 |
|
|
2023
Q2 | $481K | Buy |
14,095
+1,125
| +9% | +$38.4K | 0.05% | 348 |
|
|
2023
Q1 | $388K | Sell |
12,970
-488
| -4% | -$14.6K | 0.04% | 396 |
|
|
2022
Q4 | $417K | Buy |
13,458
+220
| +2% | +$6.82K | 0.05% | 367 |
|
|
2022
Q3 | $353K | Buy |
13,238
+102
| +0.8% | +$2.72K | 0.05% | 379 |
|
|
2022
Q2 | $382K | Buy |
13,136
+114
| +0.9% | +$3.32K | 0.05% | 370 |
|
|
2022
Q1 | $488K | Buy |
13,022
+809
| +7% | +$30.3K | 0.05% | 353 |
|
|
2021
Q4 | $459K | Buy |
12,213
+2,586
| +27% | +$97.2K | 0.05% | 370 |
|
|
2021
Q3 | $286K | Buy |
9,627
+2,058
| +27% | +$61.1K | 0.04% | 423 |
|
|
2021
Q2 | $243K | Buy |
+7,569
| New | +$243K | 0.04% | 439 |
|